Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$339K Buy
8,822
+601
+7% +$23.1K 0.01% 350
2025
Q1
$318K Sell
8,221
-7,081
-46% -$274K 0.01% 320
2024
Q4
$518K Sell
15,302
-43,635
-74% -$1.48M 0.02% 271
2024
Q3
$2.41M Buy
58,937
+243
+0.4% +$9.93K 0.16% 127
2024
Q2
$2.26M Buy
58,694
+14,039
+31% +$540K 0.18% 125
2024
Q1
$1.91M Sell
44,655
-2,433
-5% -$104K 0.16% 135
2023
Q4
$1.73M Buy
47,088
+29,043
+161% +$1.06M 0.16% 123
2023
Q3
$643K Buy
18,045
+2,267
+14% +$80.7K 0.07% 183
2023
Q2
$562K Buy
+15,778
New +$562K 0.07% 182