Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$973K Sell
3,359
-177
-5% -$51.3K 0.58% 52
2025
Q1
$1.07M Sell
3,536
-212
-6% -$64K 0.66% 41
2024
Q4
$1.04M Sell
3,748
-351
-9% -$97K 0.63% 44
2024
Q3
$1.18M Sell
4,099
-866
-17% -$250K 0.69% 40
2024
Q2
$1.27M Sell
4,965
-13
-0.3% -$3.32K 0.79% 32
2024
Q1
$1.29M Sell
4,978
-327
-6% -$84.7K 0.81% 32
2023
Q4
$1.2M Sell
5,305
-12
-0.2% -$2.71K 0.82% 33
2023
Q3
$1.11M Hold
5,317
0.81% 31
2023
Q2
$1.02M Hold
5,317
0.76% 34
2023
Q1
$1.03M Hold
5,317
0.82% 31
2022
Q4
$1.19M Buy
+5,317
New +$1.19M 0.98% 25