Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.97M Sell
2,505
-156
-6% -$123K 0.03% 221
2025
Q1
$1.63M Buy
2,661
+209
+9% +$128K 0.03% 226
2024
Q4
$1.54M Buy
2,452
+1,328
+118% +$835K 0.03% 228
2024
Q3
$698K Sell
1,124
-39
-3% -$24.2K 0.01% 313
2024
Q2
$764K Sell
1,163
-37
-3% -$24.3K 0.02% 280
2024
Q1
$780K Sell
1,200
-91
-7% -$59.2K 0.02% 284
2023
Q4
$807K Buy
1,291
+260
+25% +$163K 0.02% 272
2023
Q3
$527K Buy
1,031
+19
+2% +$9.71K 0.01% 310
2023
Q2
$464K Buy
+1,012
New +$464K 0.01% 328