Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Sell
20,705
-308
-1% -$21.7K 0.07% 116
2025
Q1
$1.54M Sell
21,013
-562
-3% -$41.2K 0.08% 99
2024
Q4
$1.35M Sell
21,575
-134
-0.6% -$8.4K 0.07% 102
2024
Q3
$1.43M Sell
21,709
-516
-2% -$34K 0.09% 93
2024
Q2
$1.6M Sell
22,225
-331
-1% -$23.9K 0.1% 88
2024
Q1
$1.51M Buy
22,556
+1,231
+6% +$82.5K 0.11% 85
2023
Q4
$1.4M Hold
21,325
0.11% 76
2023
Q3
$1.37M Sell
21,325
-2,030
-9% -$131K 0.11% 68
2023
Q2
$1.41M Sell
23,355
-1,920
-8% -$116K 0.12% 67
2023
Q1
$1.45M Sell
25,275
-21,715
-46% -$1.25M 0.13% 63
2022
Q4
$2.68M Sell
46,990
-5,600
-11% -$319K 0.29% 41
2022
Q3
$2.62M Sell
52,590
-12,800
-20% -$637K 0.33% 37
2022
Q2
$3.42M Buy
+65,390
New +$3.42M 0.53% 33