Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.3K Sell
194
-10,009
-98% -$792K ﹤0.01% 263
2025
Q1
$916K Sell
10,203
-416
-4% -$37.3K 0.23% 51
2024
Q4
$1.06M Sell
10,619
-19,740
-65% -$1.96M 0.28% 47
2024
Q3
$3.45M Buy
30,359
+34
+0.1% +$3.86K 0.99% 27
2024
Q2
$3.75M Buy
30,325
+3,146
+12% +$389K 1.15% 24
2024
Q1
$3.59M Buy
27,179
+807
+3% +$106K 1.17% 25
2023
Q4
$2.88M Buy
26,372
+210
+0.8% +$22.9K 1.08% 30
2023
Q3
$2.69M Buy
26,162
+752
+3% +$77.4K 1.11% 28
2023
Q2
$2.93M Sell
25,410
-1,894
-7% -$219K 1.19% 26
2023
Q1
$2.9M Buy
27,304
+144
+0.5% +$15.3K 1.2% 27
2022
Q4
$3.01M Buy
27,160
+2
+0% +$222 1.26% 27
2022
Q3
$2.71M Buy
27,158
+8,536
+46% +$851K 1.08% 28
2022
Q2
$1.7M Buy
18,622
+7,239
+64% +$660K 0.66% 42
2022
Q1
$933K Buy
+11,383
New +$933K 0.33% 54