Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.53M Sell
4,819
-419
-8% -$133K 0.6% 60
2025
Q1
$1.36M Buy
5,238
+28
+0.5% +$7.26K 0.59% 64
2024
Q4
$2.1M Hold
5,210
0.97% 30
2024
Q3
$1.36M Sell
5,210
-75
-1% -$19.6K 0.63% 59
2024
Q2
$1.05M Buy
5,285
+75
+1% +$14.8K 0.54% 70
2024
Q1
$916K Buy
5,210
+109
+2% +$19.2K 0.51% 72
2023
Q4
$1.27M Buy
5,101
+17
+0.3% +$4.22K 0.81% 44
2023
Q3
$1.27M Sell
5,084
-39
-0.8% -$9.76K 0.94% 38
2023
Q2
$1.34M Sell
5,123
-206
-4% -$53.9K 1.06% 30
2023
Q1
$1.11M Sell
5,329
-75
-1% -$15.6K 0.98% 32
2022
Q4
$666K Buy
+5,404
New +$666K 0.67% 56