Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Sell
7,550
-864
-10% -$160K 1.18% 20
2025
Q1
$1.76M Sell
8,414
-34
-0.4% -$7.12K 1.63% 11
2024
Q4
$1.5M Buy
8,448
+491
+6% +$87.2K 1.32% 14
2024
Q3
$1.57M Sell
7,957
-25
-0.3% -$4.94K 1.4% 12
2024
Q2
$1.37M Buy
7,982
+77
+1% +$13.2K 1.31% 14
2024
Q1
$1.44M Sell
7,905
-57
-0.7% -$10.4K 1.43% 12
2023
Q4
$1.23M Buy
+7,962
New +$1.23M 1.38% 13
2022
Q4
$1.21M Sell
7,465
-119
-2% -$19.2K 1.71% 8
2022
Q3
$1.02M Buy
7,584
+275
+4% +$36.9K 1.64% 10
2022
Q2
$1.12M Sell
7,309
-180
-2% -$27.6K 1.74% 8
2022
Q1
$1.01M Buy
7,489
+82
+1% +$11.1K 1.25% 16
2021
Q4
$799K Buy
+7,407
New +$799K 1.06% 21