Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-47,571
Closed -$1.33M 208
2025
Q1
$1.33M Buy
47,571
+1,959
+4% +$54.8K 0.17% 121
2024
Q4
$1.5M Sell
45,612
-517
-1% -$17K 0.19% 112
2024
Q3
$1.67M Buy
46,129
+617
+1% +$22.3K 0.21% 105
2024
Q2
$1.61M Buy
45,512
+335
+0.7% +$11.8K 0.22% 94
2024
Q1
$1.37M Sell
45,177
-205
-0.5% -$6.2K 0.2% 106
2023
Q4
$1.37M Buy
45,382
+1,303
+3% +$39.2K 0.22% 92
2023
Q3
$1.14M Buy
44,079
+1,236
+3% +$32.1K 0.21% 106
2023
Q2
$1.32M Buy
42,843
+667
+2% +$20.5K 0.23% 89
2023
Q1
$1.24M Buy
42,176
+4,885
+13% +$143K 0.23% 89
2022
Q4
$1.01M Buy
+37,291
New +$1.01M 0.26% 64