Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.58M Sell
7,253
-389
-5% -$84.8K 0.02% 825
2025
Q1
$1.04M Buy
7,642
+4,533
+146% +$617K 0.01% 977
2024
Q4
$447K Sell
3,109
-961
-24% -$138K 0.01% 1377
2024
Q3
$488K Sell
4,070
-2,775
-41% -$333K 0.01% 1330
2024
Q2
$745K Sell
6,845
-5,206
-43% -$566K 0.01% 1097
2024
Q1
$1.61M Buy
12,051
+1,211
+11% +$162K 0.02% 741
2023
Q4
$1.38M Sell
10,840
-2,966
-21% -$378K 0.02% 755
2023
Q3
$1.75M Sell
13,806
-969
-7% -$123K 0.03% 617
2023
Q2
$1.59M Sell
14,775
-75
-0.5% -$8.1K 0.03% 642
2023
Q1
$1.31M Buy
+14,850
New +$1.31M 0.02% 699