Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$864K Sell
28,043
-3,641
-11% -$112K 0.02% 659
2025
Q1
$703K Sell
31,684
-64,667
-67% -$1.43M 0.01% 682
2024
Q4
$2.12M Buy
96,351
+7,445
+8% +$164K 0.04% 409
2024
Q3
$1.58M Sell
88,906
-14,058
-14% -$250K 0.04% 450
2024
Q2
$2.16M Buy
102,964
+14,058
+16% +$295K 0.05% 370
2024
Q1
$1.58M Buy
88,906
+21,111
+31% +$376K 0.04% 451
2023
Q4
$1.1M Sell
67,795
-2,299
-3% -$37.2K 0.03% 512
2023
Q3
$1.19M Buy
+70,094
New +$1.19M 0.04% 433