Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.25M Sell
26,875
-1,524
-5% -$241K 1.04% 31
2025
Q1
$3.08M Buy
28,399
+86
+0.3% +$9.32K 0.74% 40
2024
Q4
$3.8M Sell
28,313
-3,092
-10% -$415K 0.88% 38
2024
Q3
$3.81M Buy
31,405
+1,866
+6% +$227K 0.88% 37
2024
Q2
$3.65M Buy
29,539
+1,149
+4% +$142K 0.91% 35
2024
Q1
$2.57M Sell
28,390
-5,120
-15% -$463K 0.64% 51
2023
Q4
$1.66M Sell
33,510
-6,130
-15% -$304K 0.43% 63
2023
Q3
$1.72M Buy
39,640
+760
+2% +$33.1K 0.5% 59
2023
Q2
$1.64M Buy
38,880
+190
+0.5% +$8.04K 0.45% 66
2023
Q1
$1.07M Sell
38,690
-1,050
-3% -$29.2K 0.32% 71
2022
Q4
$581K Buy
+39,740
New +$581K 0.18% 89