Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$822K Sell
17,096
-5,284
-24% -$254K 0.03% 404
2025
Q1
$1.09M Buy
22,380
+6,884
+44% +$334K 0.05% 288
2024
Q4
$757K Sell
15,496
-2,239
-13% -$109K 0.04% 338
2024
Q3
$1.1M Sell
17,735
-3,373
-16% -$209K 0.07% 224
2024
Q2
$1.21M Buy
21,108
+8,152
+63% +$465K 0.09% 182
2024
Q1
$747K Sell
12,956
-1,131
-8% -$65.2K 0.07% 238
2023
Q4
$962K Buy
+14,087
New +$962K 0.13% 138