Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.3M Sell
6,561
-41
-0.6% -$14.4K 0.25% 115
2025
Q1
$2.09M Buy
6,602
+108
+2% +$34.2K 0.27% 121
2024
Q4
$2.19M Sell
6,494
-27
-0.4% -$9.11K 0.28% 114
2024
Q3
$2.08M Sell
6,521
-53
-0.8% -$16.9K 0.28% 115
2024
Q2
$2.11M Buy
6,574
+649
+11% +$209K 0.33% 83
2024
Q1
$2.06M Buy
5,925
+46
+0.8% +$16K 0.33% 86
2023
Q4
$2.13M Buy
5,879
+70
+1% +$25.4K 0.4% 57
2023
Q3
$1.73M Sell
5,809
-2,646
-31% -$787K 0.39% 66
2023
Q2
$2.79M Buy
8,455
+228
+3% +$75.3K 0.62% 26
2023
Q1
$2.74M Buy
8,227
+359
+5% +$119K 0.68% 17
2022
Q4
$1.9M Buy
+7,868
New +$1.9M 0.54% 36