Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.63M Buy
20,165
+16
+0.1% +$4.47K 0.7% 35
2025
Q1
$6.28M Sell
20,149
-461
-2% -$144K 0.81% 29
2024
Q4
$5.37M Sell
20,610
-47
-0.2% -$12.3K 0.68% 40
2024
Q3
$6.66M Sell
20,657
-214
-1% -$69K 0.83% 31
2024
Q2
$6.52M Sell
20,871
-319
-2% -$99.7K 0.9% 25
2024
Q1
$6.02M Sell
21,190
-99
-0.5% -$28.1K 0.83% 30
2023
Q4
$6.13M Sell
21,289
-633
-3% -$182K 0.91% 22
2023
Q3
$5.89M Hold
21,922
0.92% 22
2023
Q2
$4.87M Sell
21,922
-490
-2% -$109K 0.73% 37
2023
Q1
$5.42M Sell
22,412
-100
-0.4% -$24.2K 0.84% 26
2022
Q4
$5.91M Buy
22,512
+334
+2% +$87.7K 0.9% 24
2022
Q3
$5M Buy
+22,178
New +$5M 0.81% 34