Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Sell
28,435
-13,833
-33% -$579K 0.28% 108
2025
Q1
$1.46M Sell
42,268
-6,534
-13% -$226K 0.44% 39
2024
Q4
$1.82M Buy
48,802
+780
+2% +$29.1K 0.41% 37
2024
Q3
$1.86M Buy
48,022
+30,723
+178% +$1.19M 0.45% 18
2024
Q2
$589K Buy
17,299
+4,145
+32% +$141K 0.17% 239
2024
Q1
$428K Buy
13,154
+5,941
+82% +$193K 0.11% 329
2023
Q4
$203K Buy
+7,213
New +$203K 0.14% 315