Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.48M Sell
1,651
-11
-0.7% -$9.85K 0.36% 79
2025
Q1
$1.13M Buy
1,662
+30
+2% +$20.4K 0.3% 96
2024
Q4
$1.03M Sell
1,632
-324
-17% -$204K 0.26% 119
2024
Q3
$1.51M Sell
1,956
-19
-1% -$14.7K 0.39% 71
2024
Q2
$1.63M Sell
1,975
-18
-0.9% -$14.8K 0.43% 62
2024
Q1
$1.39M Buy
1,993
+26
+1% +$18.2K 0.38% 77
2023
Q4
$1.14M Sell
1,967
-60
-3% -$34.9K 0.34% 88
2023
Q3
$930K Buy
2,027
+48
+2% +$22K 0.3% 100
2023
Q2
$960K Buy
1,979
+183
+10% +$88.8K 0.31% 101
2023
Q1
$717K Buy
1,796
+883
+97% +$352K 0.24% 124
2022
Q4
$344K Sell
913
-285
-24% -$107K 0.13% 169
2022
Q3
$362K Sell
1,198
-1,204
-50% -$364K 0.14% 163
2022
Q2
$766K Buy
2,402
+47
+2% +$15K 0.3% 112
2022
Q1
$862K Sell
2,355
-25
-1% -$9.15K 0.27% 128
2021
Q4
$1.02M Buy
+2,380
New +$1.02M 0.32% 111