Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Sell
1,343
-76
-5% -$75.2K 0.08% 85
2025
Q1
$1.34M Sell
1,419
-76
-5% -$71.9K 0.09% 81
2024
Q4
$1.37M Sell
1,495
-4
-0.3% -$3.66K 0.09% 83
2024
Q3
$1.33M Buy
1,499
+598
+66% +$530K 0.09% 77
2024
Q2
$766K Sell
901
-334
-27% -$284K 0.06% 92
2024
Q1
$905K Buy
1,235
+329
+36% +$241K 0.07% 88
2023
Q4
$598K Buy
906
+237
+35% +$156K 0.05% 108
2023
Q3
$378K Sell
669
-194
-22% -$110K 0.03% 122
2023
Q2
$465K Sell
863
-15
-2% -$8.08K 0.04% 113
2023
Q1
$437K Buy
+878
New +$437K 0.05% 119