Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Buy
11,553
+55
+0.5% +$6.74K 0.56% 57
2025
Q1
$1.05M Sell
11,498
-10,287
-47% -$938K 0.45% 68
2024
Q4
$2.51M Buy
21,785
+10,666
+96% +$1.23M 1.04% 40
2024
Q3
$1.32M Sell
11,119
-7,174
-39% -$850K 0.55% 58
2024
Q2
$2.51M Buy
18,293
+6,935
+61% +$952K 1.09% 36
2024
Q1
$1.3M Sell
11,358
-37,547
-77% -$4.28M 0.58% 56
2023
Q4
$3.74M Buy
48,905
+11,943
+32% +$914K 1.78% 9
2023
Q3
$2.55M Sell
36,962
-24,526
-40% -$1.69M 1.3% 28
2023
Q2
$3.33M Sell
61,488
-2,288
-4% -$124K 1.6% 11
2023
Q1
$2.56M Buy
+63,776
New +$2.56M 1.13% 23