Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.66M Sell
51,200
-13,084
-20% -$424K 0.04% 167
2025
Q1
$1.99M Buy
64,284
+6,572
+11% +$203K 0.06% 125
2024
Q4
$1.58M Buy
57,712
+3,009
+6% +$82.3K 0.05% 145
2024
Q3
$1.66M Buy
54,703
+5,726
+12% +$174K 0.06% 130
2024
Q2
$1.51M Buy
48,977
+2,861
+6% +$88.1K 0.06% 128
2024
Q1
$1.46M Sell
46,116
-1,232
-3% -$39.1K 0.06% 143
2023
Q4
$1.61M Sell
47,348
-6,746
-12% -$229K 0.07% 124
2023
Q3
$1.73M Sell
54,094
-1,803
-3% -$57.6K 0.08% 123
2023
Q2
$1.61M Sell
55,897
-496
-0.9% -$14.3K 0.07% 126
2023
Q1
$1.58M Sell
56,393
-7,797
-12% -$218K 0.08% 123
2022
Q4
$1.84M Buy
+64,190
New +$1.84M 0.11% 100