Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Sell
45,933
-13,255
-22% -$405K 0.01% 712
2025
Q1
$1.57M Sell
59,188
-1,725
-3% -$45.9K 0.01% 645
2024
Q4
$2.04M Sell
60,913
-1,028
-2% -$34.5K 0.02% 561
2024
Q3
$2.78M Sell
61,941
-2,271
-4% -$102K 0.02% 470
2024
Q2
$1.34M Hold
64,212
0.01% 644
2024
Q1
$850K Sell
64,212
-1,180
-2% -$15.6K 0.01% 792
2023
Q4
$732K Buy
65,392
+27,412
+72% +$307K 0.01% 809
2023
Q3
$546K Sell
37,980
-407
-1% -$5.85K 0.01% 870
2023
Q2
$731K Buy
+38,387
New +$731K 0.01% 793