Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.25M Buy
3,924
+488
+14% +$155K 0.74% 38
2025
Q1
$890K Sell
3,436
-87
-2% -$22.5K 0.55% 54
2024
Q4
$1.42M Sell
3,523
-903
-20% -$365K 0.86% 32
2024
Q3
$1.16M Sell
4,426
-1,032
-19% -$270K 0.67% 42
2024
Q2
$1.08M Sell
5,458
-105
-2% -$20.8K 0.67% 41
2024
Q1
$978K Buy
5,563
+24
+0.4% +$4.22K 0.61% 49
2023
Q4
$1.38M Buy
5,539
+105
+2% +$26.1K 0.95% 26
2023
Q3
$1.36M Sell
5,434
-481
-8% -$120K 1% 24
2023
Q2
$1.55M Buy
5,915
+28
+0.5% +$7.33K 1.16% 19
2023
Q1
$1.22M Buy
5,887
+2
+0% +$415 0.97% 25
2022
Q4
$705K Buy
+5,885
New +$705K 0.58% 58