Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$633K Sell
12,898
-23,538
-65% -$1.16M 0.26% 106
2025
Q1
$2.06M Buy
36,436
+1,702
+5% +$96.3K 0.57% 42
2024
Q4
$1.99M Sell
34,734
-2,584
-7% -$148K 0.56% 42
2024
Q3
$1.96M Sell
37,318
-1,600
-4% -$83.8K 0.52% 53
2024
Q2
$2.11M Buy
38,918
+18,389
+90% +$996K 0.59% 32
2024
Q1
$1.19M Buy
20,529
+1,865
+10% +$108K 0.29% 152
2023
Q4
$915K Sell
18,664
-1,417
-7% -$69.4K 0.22% 165
2023
Q3
$865K Buy
20,081
+297
+2% +$12.8K 0.22% 158
2023
Q2
$902K Buy
+19,784
New +$902K 0.24% 155