Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$521K Sell
1,768
-431
-20% -$127K 0.22% 120
2025
Q1
$547K Sell
2,199
-7,097
-76% -$1.76M 0.25% 111
2024
Q4
$2.04M Sell
9,296
-374
-4% -$82.2K 0.79% 30
2024
Q3
$2.14M Sell
9,670
-1,242
-11% -$275K 0.82% 23
2024
Q2
$1.89M Sell
10,912
-89
-0.8% -$15.4K 0.8% 25
2024
Q1
$2.1M Buy
11,001
+300
+3% +$57.3K 0.91% 25
2023
Q4
$1.75M Sell
10,701
-6
-0.1% -$981 0.81% 33
2023
Q3
$1.5M Sell
10,707
-7
-0.1% -$982 0.77% 41
2023
Q2
$1.43M Buy
10,714
+5,072
+90% +$679K 0.72% 47
2023
Q1
$740K Buy
5,642
+1,493
+36% +$196K 0.37% 88
2022
Q4
$585K Sell
4,149
-42
-1% -$5.92K 0.3% 91
2022
Q3
$498K Buy
4,191
+1,371
+49% +$163K 0.29% 97
2022
Q2
$397K Buy
2,820
+1,943
+222% +$274K 0.23% 112
2022
Q1
$114K Buy
877
+827
+1,654% +$108K 0.06% 214
2021
Q4
$7K Buy
+50
New +$7K 0.01% 217