Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Sell
14,430
-3,314
-19% -$247K 0.02% 607
2025
Q1
$1.2M Buy
17,744
+1,784
+11% +$121K 0.01% 805
2024
Q4
$989K Sell
15,960
-3,008
-16% -$186K 0.01% 919
2024
Q3
$1.24M Sell
18,968
-1,244
-6% -$81K 0.01% 831
2024
Q2
$1.09M Buy
20,212
+4,229
+26% +$227K 0.01% 855
2024
Q1
$844K Buy
15,983
+6,023
+60% +$318K 0.01% 984
2023
Q4
$434K Buy
9,960
+3,718
+60% +$162K 0.01% 1280
2023
Q3
$275K Sell
6,242
-627
-9% -$27.6K ﹤0.01% 1458
2023
Q2
$307K Buy
6,869
+12
+0.2% +$536 ﹤0.01% 1417
2023
Q1
$304K Sell
6,857
-294
-4% -$13K ﹤0.01% 1397
2022
Q4
$297K Buy
7,151
+21
+0.3% +$871 ﹤0.01% 1359
2022
Q3
$262K Buy
+7,130
New +$262K ﹤0.01% 1374