Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Buy
1,529
+10
+0.7% +$1.72K 0.01% 210
2025
Q1
$335K Sell
1,519
-13,789
-90% -$3.05M 0.02% 177
2024
Q4
$3.14M Sell
15,308
-9,015
-37% -$1.85M 0.18% 71
2024
Q3
$4.37M Buy
24,323
+356
+1% +$64K 0.25% 45
2024
Q2
$3.57M Buy
23,967
+344
+1% +$51.3K 0.22% 47
2024
Q1
$3.78M Sell
23,623
-32
-0.1% -$5.11K 0.25% 50
2023
Q4
$3.14M Buy
23,655
+678
+3% +$90.1K 0.23% 58
2023
Q3
$2.6M Buy
+22,977
New +$2.6M 0.22% 66