Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Buy
1,152
+7
+0.6% +$9.37K 0.91% 29
2025
Q1
$1.07M Sell
1,145
-70
-6% -$65.3K 0.66% 42
2024
Q4
$1.08M Sell
1,215
-25
-2% -$22.3K 0.65% 42
2024
Q3
$879K Sell
1,240
-5
-0.4% -$3.55K 0.51% 61
2024
Q2
$840K Sell
1,245
-275
-18% -$186K 0.52% 62
2024
Q1
$923K Sell
1,520
-150
-9% -$91.1K 0.58% 53
2023
Q4
$813K Sell
1,670
-20
-1% -$9.74K 0.56% 58
2023
Q3
$638K Hold
1,690
0.47% 69
2023
Q2
$744K Sell
1,690
-25
-1% -$11K 0.56% 60
2023
Q1
$592K Sell
1,715
-45
-3% -$15.5K 0.47% 75
2022
Q4
$555K Buy
+1,760
New +$555K 0.46% 76