Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$892K Sell
16,924
-28
-0.2% -$1.48K 0.02% 652
2025
Q1
$989K Sell
16,952
-1,090
-6% -$63.6K 0.02% 603
2024
Q4
$1.19M Buy
18,042
+3,610
+25% +$237K 0.02% 551
2024
Q3
$1.02M Sell
14,432
-3,193
-18% -$226K 0.03% 569
2024
Q2
$1.24M Buy
17,625
+3,193
+22% +$224K 0.03% 511
2024
Q1
$1.02M Buy
14,432
+2,805
+24% +$199K 0.03% 569
2023
Q4
$726K Buy
11,627
+6,719
+137% +$420K 0.02% 629
2023
Q3
$227K Sell
4,908
-13
-0.3% -$602 0.01% 900
2023
Q2
$254K Buy
+4,921
New +$254K 0.01% 840