Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Sell
3,040
-281
-8% -$99.8K 0.58% 53
2025
Q1
$1.16M Sell
3,321
-58
-2% -$20.3K 0.64% 49
2024
Q4
$1.07M Sell
3,379
-467
-12% -$148K 0.6% 51
2024
Q3
$1.06M Buy
3,846
+83
+2% +$22.8K 0.52% 60
2024
Q2
$988K Sell
3,763
-693
-16% -$182K 0.51% 62
2024
Q1
$1.24M Sell
4,456
-712
-14% -$199K 0.61% 53
2023
Q4
$1.35M Buy
5,168
+22
+0.4% +$5.73K 0.65% 48
2023
Q3
$1.18M Buy
5,146
+364
+8% +$83.7K 0.62% 58
2023
Q2
$1.14M Buy
4,782
+235
+5% +$55.8K 0.55% 64
2023
Q1
$1.03M Buy
4,547
+277
+6% +$62.5K 0.5% 70
2022
Q4
$887K Buy
+4,270
New +$887K 0.43% 74