Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.59M Sell
17,275
-2,633
-13% -$242K 0.03% 412
2025
Q1
$1.75M Buy
19,908
+6,375
+47% +$561K 0.05% 362
2024
Q4
$1.25M Sell
13,533
-19,395
-59% -$1.79M 0.03% 473
2024
Q3
$3.05M Buy
32,928
+11,873
+56% +$1.1M 0.07% 319
2024
Q2
$1.58M Sell
21,055
-13,408
-39% -$1.01M 0.04% 489
2024
Q1
$2.97M Sell
34,463
-75,682
-69% -$6.53M 0.06% 310
2023
Q4
$7.62M Sell
110,145
-148
-0.1% -$10.2K 0.19% 79
2023
Q3
$6.04M Buy
+110,293
New +$6.04M 0.14% 125