Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
4,783
-26
-0.5% -$5.7K 0.45% 17
2025
Q1
$915K Buy
4,809
+26
+0.5% +$4.95K 0.44% 19
2024
Q4
$1.05M Sell
4,783
-100
-2% -$21.9K 0.52% 20
2024
Q3
$910K Hold
4,883
0.46% 22
2024
Q2
$944K Sell
4,883
-214
-4% -$41.4K 0.51% 25
2024
Q1
$919K Buy
5,097
+1,503
+42% +$271K 0.52% 25
2023
Q4
$546K Buy
3,594
+652
+22% +$99.1K 0.34% 30
2023
Q3
$374K Sell
2,942
-1,498
-34% -$190K 0.26% 31
2023
Q2
$579K Buy
4,440
+1,600
+56% +$209K 0.42% 27
2023
Q1
$293K Hold
2,840
0.23% 32
2022
Q4
$239K Buy
+2,840
New +$239K 0.2% 32