Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$968K Buy
9,680
+145
+2% +$14.5K 0.06% 208
2025
Q1
$1M Sell
9,535
-389
-4% -$40.9K 0.07% 204
2024
Q4
$782K Sell
9,924
-4,525
-31% -$357K 0.05% 211
2024
Q3
$1.07M Buy
14,449
+10,962
+314% +$815K 0.07% 186
2024
Q2
$326K Sell
3,487
-149
-4% -$13.9K 0.03% 269
2024
Q1
$380K Sell
3,636
-102
-3% -$10.7K 0.03% 271
2023
Q4
$338K Buy
3,738
+26
+0.7% +$2.35K 0.03% 280
2023
Q3
$303K Buy
3,712
+72
+2% +$5.87K 0.03% 283
2023
Q2
$252K Buy
+3,640
New +$252K 0.02% 324