Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.02M Sell
41,645
-50
-0.1% -$2.43K 0.11% 158
2025
Q1
$2.05M Sell
41,695
-7,502
-15% -$368K 0.12% 154
2024
Q4
$2.35M Sell
49,197
-456
-0.9% -$21.8K 0.13% 161
2024
Q3
$2.77M Sell
49,653
-525
-1% -$29.3K 0.15% 145
2024
Q2
$2.41M Sell
50,178
-496
-1% -$23.8K 0.14% 146
2024
Q1
$2.37M Sell
50,674
-4,984
-9% -$233K 0.14% 153
2023
Q4
$2.58M Sell
55,658
-1,168
-2% -$54.2K 0.15% 145
2023
Q3
$2.94M Buy
56,826
+9,121
+19% +$471K 0.19% 125
2023
Q2
$2.36M Sell
47,705
-12,279
-20% -$609K 0.13% 162
2023
Q1
$2.38M Buy
59,984
+41,943
+232% +$1.67M 0.14% 166
2022
Q4
$745K Buy
+18,041
New +$745K 0.04% 238