Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Sell
19,647
-15,133
-44% -$1.2M 1.04% 42
2025
Q1
$1.83M Buy
34,780
+14,987
+76% +$788K 1.26% 37
2024
Q4
$1.97M Buy
19,793
+2,014
+11% +$200K 1.37% 32
2024
Q3
$2.03M Sell
17,779
-130
-0.7% -$14.9K 1.71% 25
2024
Q2
$2.23M Hold
17,909
1.93% 19
2024
Q1
$2.38M Hold
17,909
2.06% 13
2023
Q4
$1.95M Buy
17,909
+275
+2% +$30K 1.91% 18
2023
Q3
$1.77M Sell
17,634
-335
-2% -$33.6K 1.96% 21
2023
Q2
$2.07M Sell
17,969
-110
-0.6% -$12.7K 2.13% 11
2023
Q1
$1.92M Sell
18,079
-3,370
-16% -$359K 2.07% 9
2022
Q4
$2.4M Sell
21,449
-1,250
-6% -$140K 2.42% 4
2022
Q3
$1.97M Sell
22,699
-35
-0.2% -$3.04K 2.19% 7
2022
Q2
$2.09M Sell
22,734
-25
-0.1% -$2.3K 2.11% 7
2022
Q1
$1.88M Buy
22,759
+850
+4% +$70.3K 1.71% 19
2021
Q4
$1.69M Buy
+21,909
New +$1.69M 1.56% 21