Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$723K Buy
3,452
+1,353
+64% +$283K 0.04% 263
2025
Q1
$358K Sell
2,099
-513
-20% -$87.5K 0.02% 370
2024
Q4
$462K Buy
2,612
+696
+36% +$123K 0.03% 323
2024
Q3
$291K Sell
1,916
-254
-12% -$38.6K 0.02% 406
2024
Q2
$395K Sell
2,170
-1,343
-38% -$244K 0.03% 333
2024
Q1
$678K Sell
3,513
-358
-9% -$69.1K 0.05% 229
2023
Q4
$1.01M Sell
3,871
-29
-0.7% -$7.56K 0.08% 164
2023
Q3
$748K Sell
3,900
-69
-2% -$13.2K 0.07% 181
2023
Q2
$838K Buy
3,969
+164
+4% +$34.6K 0.08% 150
2023
Q1
$808K Buy
3,805
+2,169
+133% +$461K 0.09% 149
2022
Q4
$312K Buy
+1,636
New +$312K 0.04% 267