Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.99M Sell
7,138
-429
-6% -$120K 1.18% 22
2025
Q1
$2.36M Sell
7,567
-27
-0.4% -$8.41K 1.46% 16
2024
Q4
$1.98M Buy
7,594
+66
+0.9% +$17.2K 1.2% 22
2024
Q3
$2.43M Sell
7,528
-44
-0.6% -$14.2K 1.41% 16
2024
Q2
$2.37M Buy
7,572
+10
+0.1% +$3.12K 1.47% 17
2024
Q1
$2.15M Sell
7,562
-120
-2% -$34.1K 1.34% 19
2023
Q4
$2.21M Sell
7,682
-568
-7% -$164K 1.52% 14
2023
Q3
$2.22M Buy
8,250
+655
+9% +$176K 1.63% 12
2023
Q2
$1.69M Buy
7,595
+193
+3% +$42.9K 1.26% 17
2023
Q1
$1.79M Buy
7,402
+80
+1% +$19.3K 1.42% 18
2022
Q4
$1.98M Buy
+7,322
New +$1.98M 1.63% 11