Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$653K Sell
9,268
-11,345
-55% -$799K 0.09% 154
2025
Q1
$1.38M Buy
+20,613
New +$1.38M 0.23% 76
2024
Q3
$1.4M Buy
21,249
+726
+4% +$47.9K 0.21% 81
2024
Q2
$1.48M Sell
20,523
-90
-0.4% -$6.5K 0.24% 74
2024
Q1
$1.38M Buy
20,613
+12,128
+143% +$813K 0.23% 76
2023
Q4
$558K Sell
8,485
-100
-1% -$6.58K 0.15% 107
2023
Q3
$553K Sell
8,585
-408
-5% -$26.3K 0.18% 92
2023
Q2
$543K Sell
8,993
-540
-6% -$32.6K 0.17% 97
2023
Q1
$549K Buy
9,533
+874
+10% +$50.3K 0.14% 110
2022
Q4
$493K Sell
8,659
-324
-4% -$18.5K 0.17% 108
2022
Q3
$447K Sell
8,983
-51,403
-85% -$2.56M 0.13% 116
2022
Q2
$3.16M Buy
+60,386
New +$3.16M 0.57% 37