Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.75M Sell
8,532
-255
-3% -$52.3K 0.59% 13
2025
Q1
$1.95M Buy
8,787
+513
+6% +$114K 0.72% 12
2024
Q4
$2.07M Sell
8,274
-108
-1% -$27K 0.75% 12
2024
Q3
$1.95M Sell
8,382
-54
-0.6% -$12.6K 0.72% 12
2024
Q2
$1.78M Buy
8,436
+78
+0.9% +$16.4K 0.71% 12
2024
Q1
$1.43M Buy
8,358
+113
+1% +$19.4K 0.6% 15
2023
Q4
$1.59M Buy
8,245
+2
+0% +$385 0.71% 13
2023
Q3
$1.41M Sell
8,243
-105
-1% -$18K 0.71% 14
2023
Q2
$1.62M Buy
8,348
+2,178
+35% +$422K 0.8% 14
2023
Q1
$1.02M Buy
6,170
+26
+0.4% +$4.29K 0.55% 16
2022
Q4
$798K Buy
+6,144
New +$798K 0.79% 19