Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Sell
3,956
-4,206
-52% -$1.34M 0.21% 60
2025
Q1
$2.12M Buy
8,162
+5,924
+265% +$1.54M 0.41% 40
2024
Q4
$904K Buy
2,238
+109
+5% +$44K 0.19% 70
2024
Q3
$557K Buy
2,129
+183
+9% +$47.9K 0.12% 91
2024
Q2
$385K Buy
1,946
+457
+31% +$90.4K 0.09% 124
2024
Q1
$262K Sell
1,489
-84
-5% -$14.8K 0.07% 156
2023
Q4
$393K Buy
1,573
+148
+10% +$37K 0.12% 103
2023
Q3
$357K Sell
1,425
-1,674
-54% -$419K 0.13% 103
2023
Q2
$811K Buy
3,099
+1,162
+60% +$304K 0.26% 74
2023
Q1
$402K Buy
+1,937
New +$402K 0.18% 98