Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$498K Sell
1,402
-2,653
-65% -$942K 0.11% 122
2025
Q1
$1.1M Sell
4,055
-43
-1% -$11.7K 0.3% 68
2024
Q4
$1.36M Buy
4,098
+41
+1% +$13.6K 0.38% 60
2024
Q3
$1.34M Sell
4,057
-963
-19% -$319K 0.39% 55
2024
Q2
$1.57M Buy
5,020
+232
+5% +$72.7K 0.5% 46
2024
Q1
$1.5M Sell
4,788
-273
-5% -$85.4K 0.54% 44
2023
Q4
$1.22M Buy
5,061
+119
+2% +$28.7K 0.49% 55
2023
Q3
$1.05M Sell
4,942
-143
-3% -$30.5K 0.31% 75
2023
Q2
$1.02M Buy
5,085
+2,360
+87% +$475K 0.29% 78
2023
Q1
$467K Buy
2,725
+24
+0.9% +$4.11K 0.13% 154
2022
Q4
$424K Buy
+2,701
New +$424K 0.12% 163