Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.96M Sell
7,026
-121
-2% -$33.8K 0.93% 24
2025
Q1
$2.23M Buy
7,147
+71
+1% +$22.1K 1.23% 21
2024
Q4
$1.84M Sell
7,076
-30
-0.4% -$7.82K 1.04% 23
2024
Q3
$2.29M Sell
7,106
-60
-0.8% -$19.3K 1.29% 22
2024
Q2
$2.24M Sell
7,166
-6
-0.1% -$1.88K 1.7% 17
2024
Q1
$2.04M Buy
7,172
+4
+0.1% +$1.14K 1.63% 16
2023
Q4
$2.06M Hold
7,168
1.89% 15
2023
Q3
$1.93M Sell
7,168
-1
-0% -$269 2.07% 15
2023
Q2
$1.59M Buy
7,169
+3,438
+92% +$763K 1.69% 17
2023
Q1
$902K Sell
3,731
-6
-0.2% -$1.45K 1.08% 20
2022
Q4
$981K Buy
+3,737
New +$981K 1.26% 20