Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$838K Sell
2,795
-86
-3% -$25.8K 0.08% 180
2025
Q1
$801K Buy
2,881
+638
+28% +$177K 0.09% 152
2024
Q4
$504K Buy
2,243
+803
+56% +$180K 0.06% 222
2024
Q3
$324K Sell
1,440
-4,960
-78% -$1.12M 0.03% 311
2024
Q2
$1.44M Buy
6,400
+124
+2% +$27.9K 0.16% 112
2024
Q1
$1.53M Sell
6,276
-1,814
-22% -$441K 0.18% 104
2023
Q4
$1.66M Sell
8,090
-1,864
-19% -$383K 0.22% 81
2023
Q3
$1.79M Buy
9,954
+4,427
+80% +$797K 0.27% 69
2023
Q2
$1.06M Buy
+5,527
New +$1.06M 0.17% 115