Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Sell
4,017
-59
-1% -$20.9K 0.95% 33
2025
Q1
$1.43M Buy
4,076
+21
+0.5% +$7.36K 1% 31
2024
Q4
$1.28M Sell
4,055
-41
-1% -$13K 0.89% 34
2024
Q3
$1.13M Buy
4,096
+52
+1% +$14.3K 0.74% 41
2024
Q2
$1.06M Buy
4,044
+113
+3% +$29.7K 0.75% 35
2024
Q1
$1.1M Sell
3,931
-132
-3% -$36.8K 0.77% 37
2023
Q4
$1.06M Sell
4,063
-46
-1% -$12K 0.77% 36
2023
Q3
$950K Buy
4,109
+24
+0.6% +$5.55K 0.77% 34
2023
Q2
$970K Sell
4,085
-71
-2% -$16.9K 0.74% 36
2023
Q1
$937K Sell
4,156
-808
-16% -$182K 0.72% 35
2022
Q4
$1.03M Sell
4,964
-50
-1% -$10.4K 0.82% 34
2022
Q3
$891K Sell
5,014
-15
-0.3% -$2.67K 0.77% 35
2022
Q2
$990K Sell
5,029
-160
-3% -$31.5K 0.8% 31
2022
Q1
$1.15M Buy
5,189
+514
+11% +$114K 0.83% 32
2021
Q4
$1.01M Buy
+4,675
New +$1.01M 0.71% 38