Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.98M Sell
11,189
-611
-5% -$217K 0.91% 24
2025
Q1
$4.14M Buy
11,800
+1,824
+18% +$639K 1.12% 19
2024
Q4
$3.15M Buy
9,976
+321
+3% +$101K 0.88% 26
2024
Q3
$2.65M Sell
9,655
-1,120
-10% -$308K 0.76% 28
2024
Q2
$2.83M Sell
10,775
-57
-0.5% -$15K 0.9% 25
2024
Q1
$3.02M Sell
10,832
-209
-2% -$58.3K 1.08% 20
2023
Q4
$2.87M Sell
11,041
-1,070
-9% -$279K 1.14% 14
2023
Q3
$2.79M Sell
12,111
-1,528
-11% -$351K 0.82% 22
2023
Q2
$3.24M Sell
13,639
-37
-0.3% -$8.79K 0.91% 19
2023
Q1
$3.08M Sell
13,676
-1,145
-8% -$258K 0.87% 21
2022
Q4
$3.08M Buy
+14,821
New +$3.08M 0.87% 19