Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.78M Buy
8,131
+17
+0.2% +$3.73K 1.19% 29
2025
Q1
$1.54M Sell
8,114
-1,024
-11% -$195K 1.08% 28
2024
Q4
$2M Sell
9,138
-141
-2% -$30.9K 1.39% 27
2024
Q3
$1.73M Sell
9,279
-33
-0.4% -$6.15K 1.14% 28
2024
Q2
$1.8M Buy
9,312
+99
+1% +$19.1K 1.27% 27
2024
Q1
$1.66M Sell
9,213
-1,771
-16% -$319K 1.17% 27
2023
Q4
$1.67M Sell
10,984
-259
-2% -$39.4K 1.22% 26
2023
Q3
$1.46M Buy
11,243
+4
+0% +$518 1.18% 26
2023
Q2
$1.47M Sell
11,239
-433
-4% -$56.4K 1.12% 28
2023
Q1
$1.21M Buy
11,672
+2,667
+30% +$275K 0.93% 29
2022
Q4
$756K Sell
9,005
-550
-6% -$46.2K 0.6% 42
2022
Q3
$1.08M Hold
9,555
0.93% 28
2022
Q2
$1.02M Buy
9,555
+75
+0.8% +$7.97K 0.82% 30
2022
Q1
$1.55M Buy
9,480
+720
+8% +$117K 1.11% 26
2021
Q4
$1.46M Buy
+8,760
New +$1.46M 1.02% 27