Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.84M Sell
50,736
-21,723
-30% -$1.65M 0.04% 528
2025
Q1
$5.44M Buy
72,459
+17,393
+32% +$1.31M 0.08% 362
2024
Q4
$4.21M Sell
55,066
-23,267
-30% -$1.78M 0.06% 428
2024
Q3
$6.11M Buy
78,333
+17,587
+29% +$1.37M 0.1% 298
2024
Q2
$4.34M Buy
60,746
+41,706
+219% +$2.98M 0.08% 369
2024
Q1
$1.55M Sell
19,040
-6,834
-26% -$555K 0.03% 696
2023
Q4
$1.89M Buy
25,874
+557
+2% +$40.7K 0.05% 537
2023
Q3
$1.67M Buy
25,317
+21,151
+508% +$1.4M 0.05% 503
2023
Q2
$309K Buy
+4,166
New +$309K 0.01% 951