Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Sell
22,951
-13,657
-37% -$657K 0.01% 642
2025
Q1
$1.78M Sell
36,608
-6,349
-15% -$308K 0.02% 485
2024
Q4
$2.1M Sell
42,957
-3,538
-8% -$173K 0.02% 449
2024
Q3
$2.89M Sell
46,495
-1,530
-3% -$95K 0.03% 398
2024
Q2
$2.74M Sell
48,025
-945
-2% -$54K 0.03% 414
2024
Q1
$2.83M Sell
48,970
-562
-1% -$32.4K 0.03% 421
2023
Q4
$3.38M Sell
49,532
-3,368
-6% -$230K 0.04% 364
2023
Q3
$3.01M Buy
52,900
+47,330
+850% +$2.69M 0.04% 367
2023
Q2
$332K Sell
5,570
-11,421
-67% -$681K 0.01% 850
2023
Q1
$1.08M Buy
+16,991
New +$1.08M 0.02% 524
2022
Q2
Sell
-3,133
Closed -$216K 1053
2022
Q1
$216K Buy
+3,133
New +$216K ﹤0.01% 1095