Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$560K Sell
10,511
-6,397
-38% -$341K 0.16% 106
2025
Q1
$1.01M Buy
16,908
+7,526
+80% +$448K 0.23% 82
2024
Q4
$567K Sell
9,382
-3,404
-27% -$206K 0.13% 106
2024
Q3
$896K Buy
12,786
+7,453
+140% +$522K 0.21% 90
2024
Q2
$376K Sell
5,333
-3,208
-38% -$226K 0.09% 122
2024
Q1
$680K Buy
8,541
+4,090
+92% +$326K 0.18% 98
2023
Q4
$399K Buy
+4,451
New +$399K 0.12% 114