Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.95M Sell
13,444
-274
-2% -$60.1K 2.48% 6
2025
Q1
$2.61M Buy
13,718
+315
+2% +$59.9K 2.41% 6
2024
Q4
$2.94M Buy
13,403
+282
+2% +$61.9K 2.58% 6
2024
Q3
$2.44M Buy
13,121
+608
+5% +$113K 2.18% 6
2024
Q2
$2.42M Sell
12,513
-235
-2% -$45.4K 2.32% 6
2024
Q1
$2.3M Sell
12,748
-285
-2% -$51.4K 2.29% 6
2023
Q4
$1.98M Buy
+13,033
New +$1.98M 2.21% 6
2022
Q4
$1.23M Buy
14,663
+1,065
+8% +$89.5K 1.75% 7
2022
Q3
$1.54M Sell
13,598
-593
-4% -$67K 2.48% 6
2022
Q2
$1.51M Buy
14,191
+3,091
+28% +$328K 2.34% 6
2022
Q1
$1.85M Sell
11,100
-60
-0.5% -$10K 2.28% 5
2021
Q4
$1.83M Buy
+11,160
New +$1.83M 2.44% 5