Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Sell
1,332
-79
-6% -$23.3K 0.07% 175
2025
Q1
$351K Sell
1,411
-8,898
-86% -$2.21M 0.07% 156
2024
Q4
$2.27M Buy
10,309
+4,049
+65% +$890K 0.46% 28
2024
Q3
$1.38M Sell
6,260
-213
-3% -$47.1K 0.31% 33
2024
Q2
$1.12M Buy
6,473
+1,772
+38% +$306K 0.29% 38
2024
Q1
$898K Sell
4,701
-897
-16% -$171K 0.36% 34
2023
Q4
$916K Buy
5,598
+339
+6% +$55.4K 0.33% 34
2023
Q3
$738K Buy
5,259
+29
+0.6% +$4.07K 0.23% 49
2023
Q2
$700K Buy
+5,230
New +$700K 0.24% 42