Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.96M Sell
9,771
-127
-1% -$38.5K 0.2% 66
2025
Q1
$2.36M Buy
9,898
+185
+2% +$44.1K 0.21% 70
2024
Q4
$3.48M Buy
9,713
+345
+4% +$124K 0.31% 51
2024
Q3
$2.33M Buy
9,368
+60
+0.6% +$14.9K 0.24% 68
2024
Q2
$1.76M Sell
9,308
-65
-0.7% -$12.3K 0.18% 75
2024
Q1
$1.65M Buy
9,373
+4,017
+75% +$706K 0.29% 69
2023
Q4
$1.33M Sell
5,356
-49
-0.9% -$12.2K 0.26% 67
2023
Q3
$1.35M Buy
5,405
+50
+0.9% +$12.5K 0.26% 68
2023
Q2
$1.4M Sell
5,355
-2,492
-32% -$652K 0.32% 55
2023
Q1
$1.63M Sell
7,847
-1,750
-18% -$363K 0.37% 37
2022
Q4
$1.17M Buy
+9,597
New +$1.17M 0.28% 60