Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.75M Sell
7,995
-8
-0.1% -$1.76K 1.01% 23
2025
Q1
$1.52M Buy
8,003
+395
+5% +$75.2K 0.95% 27
2024
Q4
$1.67M Buy
7,608
+116
+2% +$25.4K 1.03% 24
2024
Q3
$1.4M Buy
7,492
+665
+10% +$124K 0.86% 29
2024
Q2
$1.32M Buy
6,827
+229
+3% +$44.3K 0.87% 31
2024
Q1
$1.19M Buy
6,598
+153
+2% +$27.6K 0.82% 31
2023
Q4
$979K Sell
6,445
-374
-5% -$56.8K 0.73% 34
2023
Q3
$867K Buy
6,819
+703
+11% +$89.4K 0.71% 37
2023
Q2
$797K Hold
6,116
0.62% 41
2023
Q1
$632K Buy
6,116
+146
+2% +$15.1K 0.52% 48
2022
Q4
$501K Sell
5,970
-245
-4% -$20.6K 0.42% 61
2022
Q3
$702K Buy
6,215
+195
+3% +$22K 0.65% 40
2022
Q2
$639K Buy
6,020
+120
+2% +$12.7K 0.55% 46
2022
Q1
$961K Sell
5,900
-40
-0.7% -$6.52K 0.73% 37
2021
Q4
$991K Buy
+5,940
New +$991K 0.74% 30