Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Sell
3,657
-682
-16% -$201K 0.37% 58
2025
Q1
$1.08M Sell
4,339
-459
-10% -$114K 0.42% 50
2024
Q4
$1.05M Sell
4,798
-138
-3% -$30.3K 0.38% 50
2024
Q3
$1.09M Buy
4,936
+74
+2% +$16.4K 0.41% 45
2024
Q2
$841K Sell
4,862
-724
-13% -$125K 0.35% 54
2024
Q1
$1.07M Sell
5,586
-1,976
-26% -$377K 0.41% 48
2023
Q4
$1.24M Buy
+7,562
New +$1.24M 0.5% 31
2021
Q2
Sell
-20,488
Closed -$43K 253
2021
Q1
$43K Sell
20,488
-23
-0.1% -$48 0.01% 233
2020
Q4
$44K Sell
20,511
-55,926
-73% -$120K 0.01% 222
2020
Q3
$97K Hold
76,437
0.03% 198
2020
Q2
$96K Buy
+76,437
New +$96K 0.03% 180