Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.54M Sell
4,420
-27
-0.6% -$21.6K 0.43% 71
2025
Q1
$2.95M Buy
4,447
+87
+2% +$57.7K 0.39% 77
2024
Q4
$3.02M Buy
4,360
+112
+3% +$77.6K 0.43% 72
2024
Q3
$3.54M Buy
4,248
+109
+3% +$90.8K 0.54% 58
2024
Q2
$4.23M Sell
4,139
-421
-9% -$431K 0.69% 40
2024
Q1
$4.43M Buy
4,560
+153
+3% +$148K 0.71% 40
2023
Q4
$3.34M Buy
4,407
+13
+0.3% +$9.84K 0.58% 56
2023
Q3
$2.59M Buy
4,394
+254
+6% +$150K 0.47% 66
2023
Q2
$3M Sell
4,140
-75
-2% -$54.4K 0.52% 57
2023
Q1
$2.87M Buy
4,215
+876
+26% +$596K 0.54% 60
2022
Q4
$1.82M Buy
3,339
+10
+0.3% +$5.46K 0.41% 85
2022
Q3
$1.38M Buy
+3,329
New +$1.38M 0.3% 102