Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$825K Sell
11,721
-3,130
-21% -$220K 0.11% 136
2025
Q1
$1.09M Buy
14,851
+697
+5% +$51.1K 0.16% 98
2024
Q4
$887K Buy
14,154
+1,048
+8% +$65.7K 0.14% 119
2024
Q3
$864K Sell
13,106
-364
-3% -$24K 0.13% 132
2024
Q2
$972K Sell
13,470
-1,113
-8% -$80.3K 0.15% 124
2024
Q1
$978K Sell
14,583
-115
-0.8% -$7.71K 0.14% 143
2023
Q4
$967K Sell
14,698
-896
-6% -$59K 0.14% 141
2023
Q3
$1M Sell
15,594
-868
-5% -$55.9K 0.17% 116
2023
Q2
$994K Sell
16,462
-277
-2% -$16.7K 0.17% 112
2023
Q1
$1.01M Sell
16,739
-1,429
-8% -$86.3K 0.21% 106
2022
Q4
$1.07M Sell
18,168
-1,338
-7% -$79.1K 0.25% 91
2022
Q3
$971K Sell
19,506
-3,770
-16% -$188K 0.26% 89
2022
Q2
$1.22M Sell
23,276
-251
-1% -$13.1K 0.26% 84
2022
Q1
$1.29M Buy
+23,527
New +$1.29M 0.23% 92