Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.76M Sell
7,774
-6,320
-45% -$1.43M 0.7% 47
2025
Q1
$2.34M Sell
14,094
-1,191
-8% -$198K 0.99% 43
2024
Q4
$3.02M Buy
15,285
+4,979
+48% +$983K 1.25% 23
2024
Q3
$1.79M Sell
10,306
-244
-2% -$42.4K 0.75% 49
2024
Q2
$1.95M Sell
10,550
-967
-8% -$179K 0.85% 46
2024
Q1
$1.57M Sell
11,517
-13,396
-54% -$1.82M 0.7% 47
2023
Q4
$2.59M Sell
24,913
-2,076
-8% -$216K 1.23% 29
2023
Q3
$2.35M Buy
26,989
+12,050
+81% +$1.05M 1.2% 35
2023
Q2
$1.51M Buy
+14,939
New +$1.51M 0.72% 53
2019
Q1
Sell
-98
Closed -$4K 242
2018
Q4
$4K Buy
+98
New +$4K ﹤0.01% 191