Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$378K Sell
3,586
-168
-4% -$17.7K 0.05% 253
2025
Q1
$417K Sell
3,754
-4,970
-57% -$553K 0.06% 228
2024
Q4
$902K Sell
8,724
-383
-4% -$39.6K 0.14% 116
2024
Q3
$1.02M Sell
9,107
-827
-8% -$92.5K 0.15% 120
2024
Q2
$887K Buy
9,934
+4,563
+85% +$408K 0.13% 134
2024
Q1
$461K Sell
5,371
-14,061
-72% -$1.21M 0.07% 252
2023
Q4
$1.6M Buy
19,432
+1,141
+6% +$94.1K 0.23% 96
2023
Q3
$1.4M Sell
18,291
-225
-1% -$17.3K 0.24% 92
2023
Q2
$1.29M Buy
18,516
+2,010
+12% +$140K 0.22% 100
2023
Q1
$1.09M Buy
16,506
+12,535
+316% +$829K 0.23% 101
2022
Q4
$281K Buy
+3,971
New +$281K 0.06% 261