Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.47M Hold
4,868
0.69% 36
2025
Q1
$1.47M Sell
4,868
-8
-0.2% -$2.42K 0.69% 36
2024
Q4
$1.35M Buy
4,876
+423
+9% +$117K 0.59% 44
2024
Q3
$1.28M Sell
4,453
-177
-4% -$51K 0.58% 45
2024
Q2
$1.18M Buy
4,630
+141
+3% +$36K 0.56% 46
2024
Q1
$1.16M Buy
4,489
+261
+6% +$67.6K 0.55% 46
2023
Q4
$956K Buy
+4,228
New +$956K 0.48% 60
2023
Q3
Sell
-4,027
Closed -$776K 75
2023
Q2
$776K Sell
4,027
-609
-13% -$117K 0.42% 77
2023
Q1
$900K Buy
4,636
+145
+3% +$28.2K 0.51% 65
2022
Q4
$1M Buy
4,491
+104
+2% +$23.2K 0.57% 54
2022
Q3
$836K Sell
4,387
-46
-1% -$8.77K 0.51% 55
2022
Q2
$871K Buy
+4,433
New +$871K 0.53% 54