Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.77M Buy
4,949
+100
+2% +$35.7K 0.53% 42
2025
Q1
$1.94M Sell
4,849
-200
-4% -$79.8K 0.64% 33
2024
Q4
$1.81M Sell
5,049
-1,000
-17% -$359K 0.62% 32
2024
Q3
$2.09M Sell
6,049
-600
-9% -$208K 0.75% 29
2024
Q2
$1.95M Buy
6,649
+199
+3% +$58.4K 0.76% 28
2024
Q1
$2.13M Sell
6,450
-200
-3% -$65.9K 0.87% 27
2023
Q4
$1.94M Buy
6,650
+700
+12% +$204K 0.82% 27
2023
Q3
$1.93M Sell
5,950
-499
-8% -$162K 0.88% 25
2023
Q2
$2.23M Hold
6,449
1.01% 23
2023
Q1
$2.03M Hold
6,449
1.04% 19
2022
Q4
$1.94M Hold
6,449
1.04% 20
2022
Q3
$1.73M Hold
6,449
0.94% 26
2022
Q2
$1.74M Sell
6,449
-500
-7% -$135K 0.92% 25
2022
Q1
$2.26M Hold
6,949
0.98% 20
2021
Q4
$2.09M Buy
+6,949
New +$2.09M 0.9% 29