Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Sell
7,845
-25
-0.3% -$3.24K 0.1% 153
2025
Q1
$947K Sell
7,870
-325
-4% -$39.1K 0.1% 152
2024
Q4
$956K Buy
8,195
+175
+2% +$20.4K 0.09% 154
2024
Q3
$1.21M Hold
8,020
0.11% 136
2024
Q2
$1.27M Sell
8,020
-205
-2% -$32.4K 0.14% 126
2024
Q1
$1.63M Buy
8,225
+6,080
+283% +$1.2M 0.16% 110
2023
Q4
$373K Sell
2,145
-335
-14% -$58.3K 0.05% 183
2023
Q3
$388K Buy
2,480
+1,146
+86% +$179K 0.06% 179
2023
Q2
$219K Buy
1,334
+1
+0.1% +$164 0.04% 196
2023
Q1
$206K Buy
+1,333
New +$206K 0.04% 202