Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Sell
7,042
-3,630
-34% -$595K 0.02% 537
2025
Q1
$1.6M Buy
10,672
+1,462
+16% +$219K 0.02% 398
2024
Q4
$1.48M Sell
9,210
-703
-7% -$113K 0.02% 440
2024
Q3
$1.53M Buy
9,913
+386
+4% +$59.7K 0.02% 428
2024
Q2
$1.29M Buy
9,527
+4,241
+80% +$573K 0.02% 432
2024
Q1
$827K Buy
5,286
+2,632
+99% +$412K 0.02% 313
2023
Q4
$422K Sell
2,654
-47
-2% -$7.48K 0.01% 435
2023
Q3
$357K Buy
2,701
+60
+2% +$7.94K 0.01% 333
2023
Q2
$442K Sell
2,641
-38
-1% -$6.36K 0.02% 313
2023
Q1
$433K Buy
+2,679
New +$433K 0.02% 323