Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$514K Sell
22,940
-8,527
-27% -$191K 0.02% 581
2025
Q1
$715K Buy
31,467
+16,440
+109% +$373K 0.03% 397
2024
Q4
$301K Sell
15,027
-5,122
-25% -$103K 0.02% 715
2024
Q3
$473K Sell
20,149
-5,936
-23% -$139K 0.03% 471
2024
Q2
$808K Sell
26,085
-2,735
-9% -$84.7K 0.06% 255
2024
Q1
$1.27M Sell
28,820
-51,008
-64% -$2.25M 0.12% 156
2023
Q4
$4.01M Buy
79,828
+70,720
+776% +$3.55M 0.56% 30
2023
Q3
$324K Buy
9,108
+1,016
+13% +$36.1K 0.11% 225
2023
Q2
$271K Buy
+8,092
New +$271K 0.12% 203