Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.07M Sell
1,549
-20
-1% -$26.8K 1.39% 26
2025
Q1
$1.46M Sell
1,569
-478
-23% -$446K 1.02% 30
2024
Q4
$1.82M Sell
2,047
-70
-3% -$62.4K 1.27% 28
2024
Q3
$1.5M Sell
2,117
-16
-0.8% -$11.3K 0.99% 30
2024
Q2
$1.44M Buy
2,133
+43
+2% +$29K 1.02% 30
2024
Q1
$1.27M Sell
2,090
-449
-18% -$273K 0.89% 31
2023
Q4
$1.24M Sell
2,539
-65
-2% -$31.6K 0.9% 33
2023
Q3
$990K Buy
2,604
+9
+0.3% +$3.42K 0.8% 32
2023
Q2
$1.14M Sell
2,595
-102
-4% -$44.9K 0.87% 31
2023
Q1
$932K Buy
2,697
+2,587
+2,352% +$894K 0.72% 36
2022
Q4
$32.4K Sell
110
-50
-31% -$14.7K 0.03% 94
2022
Q3
$38K Buy
160
+10
+7% +$2.38K 0.03% 82
2022
Q2
$26K Buy
+150
New +$26K 0.02% 98