Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.71M Sell
12,384
-1,016
-8% -$222K 1.46% 17
2025
Q1
$1.87M Buy
13,400
+11,056
+472% +$1.55M 1.04% 24
2024
Q4
$391K Sell
2,344
-109
-4% -$18.2K 0.22% 101
2024
Q3
$418K Sell
2,453
-225
-8% -$38.3K 0.21% 113
2024
Q2
$378K Sell
2,678
-132
-5% -$18.6K 0.19% 113
2024
Q1
$353K Sell
2,810
-902
-24% -$113K 0.17% 122
2023
Q4
$391K Sell
3,712
-827
-18% -$87.2K 0.19% 119
2023
Q3
$481K Sell
4,539
-467
-9% -$49.5K 0.25% 105
2023
Q2
$596K Sell
5,006
-412
-8% -$49.1K 0.29% 102
2023
Q1
$503K Sell
5,418
-290
-5% -$26.9K 0.25% 114
2022
Q4
$467K Buy
+5,708
New +$467K 0.22% 109