Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.65M Sell
17,709
-9,280
-34% -$866K 0.58% 53
2025
Q1
$1.97M Sell
26,989
-1,626
-6% -$118K 0.77% 24
2024
Q4
$1.73M Buy
28,615
+14,998
+110% +$905K 0.7% 29
2024
Q3
$1.02M Sell
13,617
-202
-1% -$15.2K 0.4% 57
2024
Q2
$1M Sell
13,819
-1,369
-9% -$99.5K 0.42% 54
2024
Q1
$1.17M Sell
15,188
-3,325
-18% -$256K 0.48% 40
2023
Q4
$1.14M Buy
18,513
+920
+5% +$56.6K 0.58% 35
2023
Q3
$809K Buy
17,593
+16,192
+1,156% +$745K 0.36% 61
2023
Q2
$60.5K Hold
1,401
0.03% 195
2023
Q1
$44.4K Buy
+1,401
New +$44.4K 0.03% 248