Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Sell
52,480
-5,840
-10% -$175K 0.04% 172
2025
Q1
$1.97M Buy
58,320
+1,758
+3% +$59.4K 0.06% 127
2024
Q4
$1.67M Buy
56,562
+9,529
+20% +$282K 0.06% 127
2024
Q3
$1.48M Buy
47,033
+4,921
+12% +$154K 0.05% 144
2024
Q2
$1.52M Buy
42,112
+799
+2% +$28.8K 0.06% 126
2024
Q1
$1.56M Buy
41,313
+1,499
+4% +$56.5K 0.06% 141
2023
Q4
$1.41M Sell
39,814
-4,248
-10% -$150K 0.06% 138
2023
Q3
$1.71M Sell
44,062
-266
-0.6% -$10.3K 0.08% 125
2023
Q2
$1.56M Sell
44,328
-5,366
-11% -$189K 0.07% 131
2023
Q1
$1.89M Sell
49,694
-3,248
-6% -$123K 0.09% 115
2022
Q4
$1.85M Buy
+52,942
New +$1.85M 0.11% 99