Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Sell
4,109
-3
-0.1% -$953 0.75% 17
2025
Q1
$1.07M Buy
4,112
+251
+7% +$65K 0.7% 18
2024
Q4
$1.56M Sell
3,861
-176
-4% -$71.1K 1.02% 12
2024
Q3
$1.06M Sell
4,037
-142
-3% -$37.2K 0.75% 15
2024
Q2
$827K Sell
4,179
-223
-5% -$44.1K 0.63% 18
2024
Q1
$773K Sell
4,402
-34
-0.8% -$5.97K 0.63% 20
2023
Q4
$1.1M Sell
4,436
-17
-0.4% -$4.22K 1.01% 12
2023
Q3
$1.11M Sell
4,453
-101
-2% -$25.3K 1.12% 11
2023
Q2
$1.19M Buy
4,554
+35
+0.8% +$9.16K 1.21% 10
2023
Q1
$938K Buy
4,519
+49
+1% +$10.2K 0.94% 18
2022
Q4
$551K Sell
4,470
-165
-4% -$20.3K 0.61% 20
2022
Q3
$1.23M Sell
4,635
-18
-0.4% -$4.77K 1.43% 16
2022
Q2
$1.04M Sell
4,653
-18
-0.4% -$4.04K 1.2% 16
2022
Q1
$1.68M Buy
4,671
+42
+0.9% +$15.1K 1.58% 16
2021
Q4
$1.63M Buy
+4,629
New +$1.63M 1.43% 16