Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.76M Sell
6,311
-394
-6% -$110K 0.07% 206
2025
Q1
$2.09M Buy
6,705
+1,343
+25% +$418K 0.1% 160
2024
Q4
$1.4M Sell
5,362
-26
-0.5% -$6.78K 0.07% 204
2024
Q3
$1.74M Buy
5,388
+217
+4% +$69.9K 0.11% 154
2024
Q2
$1.62M Buy
5,171
+1,435
+38% +$448K 0.12% 139
2024
Q1
$1.06M Buy
3,736
+1,999
+115% +$568K 0.1% 177
2023
Q4
$500K Buy
+1,737
New +$500K 0.07% 270