Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$181K Sell
467
-304
-39% -$118K 0.24% 26
2025
Q1
$296K Sell
771
-1,131
-59% -$434K 0.42% 23
2024
Q4
$846K Sell
1,902
-1,123
-37% -$499K 1.13% 11
2024
Q3
$1.57M Sell
3,025
-99
-3% -$51.3K 1.94% 10
2024
Q2
$1.74M Sell
3,124
-189
-6% -$105K 2.32% 10
2024
Q1
$1.67M Sell
3,313
-128
-4% -$64.6K 2.16% 10
2023
Q4
$2.05M Sell
3,441
-118
-3% -$70.4K 3.46% 12
2023
Q3
$1.81M Buy
3,559
+2,989
+524% +$1.52M 3.42% 11
2023
Q2
$279K Buy
+570
New +$279K 0.64% 12