Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.92M Sell
42,688
-135
-0.3% -$25.1K 3.87% 11
2025
Q1
$8.97M Buy
42,823
+1,801
+4% +$377K 4.62% 3
2024
Q4
$7.29M Buy
41,022
+1,854
+5% +$329K 4.03% 10
2024
Q3
$7.73M Buy
39,168
+792
+2% +$156K 4.2% 10
2024
Q2
$6.58M Sell
38,376
-606
-2% -$104K 4.01% 13
2024
Q1
$7.1M Sell
38,982
-1,327
-3% -$242K 4.52% 4
2023
Q4
$6.25M Sell
40,309
-1,570
-4% -$243K 4.38% 9
2023
Q3
$6.24M Buy
41,879
+987
+2% +$147K 4.65% 6
2023
Q2
$5.51M Buy
40,892
+625
+2% +$84.2K 3.98% 16
2023
Q1
$6.42M Buy
40,267
+747
+2% +$119K 4.76% 4
2022
Q4
$6.39M Buy
+39,520
New +$6.39M 4.99% 4