Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
6,435
-556
-8% -$93.9K 0.05% 159
2025
Q1
$989K Buy
6,991
+1,282
+22% +$181K 0.05% 172
2024
Q4
$904K Sell
5,709
-2,878
-34% -$456K 0.05% 159
2024
Q3
$1.09M Sell
8,587
-1,392
-14% -$177K 0.06% 135
2024
Q2
$1.08M Buy
9,979
+5,113
+105% +$554K 0.06% 120
2024
Q1
$445K Sell
4,866
-3,394
-41% -$310K 0.03% 178
2023
Q4
$517K Sell
8,260
-177
-2% -$11.1K 0.03% 155
2023
Q3
$373K Sell
8,437
-795
-9% -$35.1K 0.03% 178
2023
Q2
$449K Buy
9,232
+2,097
+29% +$102K 0.04% 133
2023
Q1
$396K Sell
7,135
-3,948
-36% -$219K 0.03% 169
2022
Q4
$445K Buy
11,083
+2,081
+23% +$83.6K 0.04% 156
2022
Q3
$394K Sell
9,002
-3,801
-30% -$166K 0.04% 186
2022
Q2
$454K Buy
12,803
+5,921
+86% +$210K 0.04% 161
2022
Q1
$280K Buy
+6,882
New +$280K 0.01% 222