Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$541K Sell
7,261
-34,753
-83% -$2.59M 0.01% 138
2025
Q1
$1.73M Sell
42,014
-4,591
-10% -$189K 0.02% 103
2024
Q4
$2.37M Sell
46,605
-4,275
-8% -$217K 0.03% 103
2024
Q3
$2.42M Buy
50,880
+12,604
+33% +$600K 0.03% 104
2024
Q2
$1.9M Sell
38,276
-15,598
-29% -$774K 0.03% 92
2024
Q1
$2.33M Sell
53,874
-1,913
-3% -$82.9K 0.03% 90
2023
Q4
$2.43M Buy
55,787
+14,784
+36% +$643K 0.04% 87
2023
Q3
$1.64M Sell
41,003
-552
-1% -$22K 0.03% 93
2023
Q2
$1.3M Sell
41,555
-90
-0.2% -$2.82K 0.03% 96
2023
Q1
$1.09M Buy
+41,645
New +$1.09M 0.02% 100