Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.76M Buy
8,060
+385
+5% +$84.2K 0.11% 75
2025
Q1
$1.07M Sell
7,675
-126
-2% -$17.6K 0.07% 94
2024
Q4
$1.3M Sell
7,801
-391
-5% -$65.2K 0.09% 86
2024
Q3
$1.4M Sell
8,192
-26
-0.3% -$4.43K 0.1% 75
2024
Q2
$1.16M Sell
8,218
-285
-3% -$40.2K 0.1% 72
2024
Q1
$1.07M Buy
8,503
+2,134
+34% +$268K 0.08% 83
2023
Q4
$672K Buy
6,369
+123
+2% +$13K 0.05% 94
2023
Q3
$662K Buy
6,246
+2,894
+86% +$307K 0.06% 90
2023
Q2
$399K Sell
3,352
-129
-4% -$15.4K 0.03% 120
2023
Q1
$323K Buy
+3,481
New +$323K 0.04% 139