Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.74M Sell
12,501
-40
-0.3% -$8.78K 1.35% 15
2025
Q1
$2.39M Buy
12,541
+185
+1% +$35.2K 1.26% 16
2024
Q4
$2.71M Hold
12,356
1.46% 14
2024
Q3
$2.3M Buy
12,356
+8
+0.1% +$1.49K 1.25% 16
2024
Q2
$2.39M Hold
12,348
1.38% 15
2024
Q1
$2.23M Buy
12,348
+451
+4% +$81.4K 1.31% 16
2023
Q4
$1.81M Sell
11,897
-679
-5% -$103K 1.14% 18
2023
Q3
$1.6M Sell
12,576
-820
-6% -$104K 1.11% 20
2023
Q2
$1.75M Sell
13,396
-540
-4% -$70.4K 1.27% 16
2023
Q1
$1.44M Sell
13,936
-5,460
-28% -$564K 1.08% 17
2022
Q4
$1.78M Buy
+19,396
New +$1.78M 1.47% 13