Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Sell
15,699
-25
-0.2% -$2.33K 0.13% 150
2025
Q1
$1.15M Sell
15,724
-52
-0.3% -$3.79K 0.12% 162
2024
Q4
$952K Sell
15,776
-735
-4% -$44.3K 0.09% 180
2024
Q3
$1.24M Sell
16,511
-216
-1% -$16.2K 0.11% 167
2024
Q2
$1.22M Buy
16,727
+3,995
+31% +$290K 0.12% 164
2024
Q1
$980K Sell
12,732
-40
-0.3% -$3.08K 0.1% 166
2023
Q4
$786K Sell
12,772
-81
-0.6% -$4.99K 0.09% 179
2023
Q3
$591K Sell
12,853
-8
-0.1% -$368 0.07% 190
2023
Q2
$555K Hold
12,861
0.07% 201
2023
Q1
$408K Sell
12,861
-691
-5% -$21.9K 0.05% 215
2022
Q4
$335K Buy
+13,552
New +$335K 0.04% 238