Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$578K Buy
3,112
+133
+4% +$24.7K 0.16% 86
2025
Q1
$624K Sell
2,979
-6,449
-68% -$1.35M 0.19% 86
2024
Q4
$1.68M Buy
9,428
+4,398
+87% +$782K 0.55% 53
2024
Q3
$993K Sell
5,030
-14,734
-75% -$2.91M 0.33% 60
2024
Q2
$3.39M Buy
19,764
+4,830
+32% +$828K 1.23% 24
2024
Q1
$2.72M Sell
14,934
-3,380
-18% -$615K 1.09% 31
2023
Q4
$2.84M Buy
18,314
+2,176
+13% +$337K 1.34% 26
2023
Q3
$2.41M Buy
16,138
+2,347
+17% +$350K 1.35% 19
2023
Q2
$1.86M Buy
13,791
+4,787
+53% +$645K 1.07% 22
2023
Q1
$1.43M Buy
+9,004
New +$1.43M 0.92% 27