Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Sell
60,807
-20,118
-25% -$492K 0.04% 581
2025
Q1
$2.24M Buy
80,925
+9,669
+14% +$268K 0.08% 455
2024
Q4
$2.33M Buy
+71,256
New +$2.33M 0.1% 368
2024
Q3
Sell
-16,080
Closed -$563K 944
2024
Q2
$563K Buy
+16,080
New +$563K 0.03% 648
2023
Q3
Sell
-47,488
Closed -$1.46M 877
2023
Q2
$1.46M Buy
+47,488
New +$1.46M 0.13% 270