Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.94M Buy
1,445
+4
+0.3% +$5.36K 0.06% 103
2025
Q1
$1.34M Sell
1,441
-132
-8% -$123K 0.05% 122
2024
Q4
$1.4M Buy
1,573
+174
+12% +$155K 0.05% 120
2024
Q3
$992K Sell
1,399
-70
-5% -$49.6K 0.04% 145
2024
Q2
$991K Sell
1,469
-134
-8% -$90.4K 0.04% 140
2024
Q1
$974K Buy
1,603
+333
+26% +$202K 0.04% 150
2023
Q4
$618K Sell
1,270
-193
-13% -$94K 0.03% 171
2023
Q3
$552K Buy
1,463
+625
+75% +$236K 0.03% 168
2023
Q2
$369K Buy
838
+93
+12% +$41K 0.02% 203
2023
Q1
$257K Buy
+745
New +$257K 0.01% 235