Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.97M Sell
18,029
-969
-5% -$106K 0.03% 98
2025
Q1
$1.58M Sell
18,998
-800
-4% -$66.3K 0.02% 107
2024
Q4
$1.54M Sell
19,798
-359
-2% -$27.9K 0.02% 110
2024
Q3
$1.62M Buy
20,157
+143
+0.7% +$11.5K 0.02% 111
2024
Q2
$1.69M Sell
20,014
-2,295
-10% -$194K 0.03% 95
2024
Q1
$1.85M Sell
22,309
-1,516
-6% -$126K 0.03% 92
2023
Q4
$1.93M Sell
23,825
-4,415
-16% -$358K 0.03% 90
2023
Q3
$1.84M Sell
28,240
-12,575
-31% -$821K 0.03% 89
2023
Q2
$2.66M Sell
40,815
-4,597
-10% -$300K 0.05% 79
2023
Q1
$2.66M Buy
+45,412
New +$2.66M 0.06% 80