Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Hold
1,713
0.33% 62
2025
Q1
$1.05M Buy
1,713
+36
+2% +$22.1K 0.25% 72
2024
Q4
$1.05M Sell
1,677
-3,139
-65% -$1.97M 0.24% 70
2024
Q3
$2.99M Sell
4,816
-45
-0.9% -$27.9K 0.69% 51
2024
Q2
$3.19M Hold
4,861
0.79% 44
2024
Q1
$3.16M Sell
4,861
-1,702
-26% -$1.11M 0.79% 43
2023
Q4
$4.1M Sell
6,563
-19
-0.3% -$11.9K 1.07% 34
2023
Q3
$3.36M Sell
6,582
-11
-0.2% -$5.62K 0.98% 39
2023
Q2
$3.02M Buy
6,593
+6
+0.1% +$2.75K 0.83% 41
2023
Q1
$2.94M Buy
6,587
+261
+4% +$116K 0.87% 39
2022
Q4
$2.46M Buy
+6,326
New +$2.46M 0.76% 44