Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.83M Sell
102,260
-14,271
-12% -$255K 0.07% 140
2025
Q1
$2.09M Sell
116,531
-23,965
-17% -$430K 0.09% 139
2024
Q4
$2.23M Sell
140,496
-5,494
-4% -$87.2K 0.09% 147
2024
Q3
$2.49M Sell
145,990
-12,197
-8% -$208K 0.1% 140
2024
Q2
$2.79M Buy
158,187
+3,229
+2% +$57K 0.11% 163
2024
Q1
$2.88M Buy
154,958
+5,821
+4% +$108K 0.11% 143
2023
Q4
$3.27M Buy
149,137
+8,524
+6% +$187K 0.14% 112
2023
Q3
$2.22M Buy
140,613
+3,939
+3% +$62.2K 0.1% 133
2023
Q2
$1.92M Buy
136,674
+27,475
+25% +$386K 0.08% 152
2023
Q1
$1.22M Buy
109,199
+7,071
+7% +$78.9K 0.06% 201
2022
Q4
$1.6M Buy
102,128
+9,304
+10% +$145K 0.08% 144
2022
Q3
$1.26M Buy
+92,824
New +$1.26M 0.07% 161