Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$742K Sell
3,266
-50
-2% -$11.4K 0.48% 31
2025
Q1
$808K Buy
3,316
+2
+0.1% +$488 0.54% 28
2024
Q4
$932K Sell
3,314
-50
-1% -$14.1K 0.62% 28
2024
Q3
$921K Sell
3,364
-49
-1% -$13.4K 0.58% 28
2024
Q2
$1.02M Sell
3,413
-50
-1% -$15K 0.66% 27
2024
Q1
$1M Hold
3,463
0.64% 28
2023
Q4
$876K Sell
3,463
-99
-3% -$25K 0.61% 31
2023
Q3
$944K Hold
3,562
0.72% 26
2023
Q2
$883K Buy
3,562
+1
+0% +$248 0.65% 30
2023
Q1
$814K Hold
3,561
0.63% 31
2022
Q4
$617K Sell
3,561
-49
-1% -$8.49K 0.51% 33
2022
Q3
$536K Hold
3,610
0.48% 33
2022
Q2
$818K Buy
3,610
+250
+7% +$56.6K 0.7% 26
2022
Q1
$777K Buy
+3,360
New +$777K 0.59% 30