Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Buy
1,863
+1,397
+300% +$1.12M 0.23% 99
2025
Q1
$309K Sell
466
-190
-29% -$126K 0.05% 229
2024
Q4
$455K Sell
656
-47
-7% -$32.6K 0.07% 205
2024
Q3
$586K Buy
703
+67
+11% +$55.8K 0.1% 187
2024
Q2
$650K Buy
636
+100
+19% +$102K 0.12% 166
2024
Q1
$520K Buy
536
+246
+85% +$239K 0.1% 187
2023
Q4
$220K Sell
290
-1,249
-81% -$945K 0.05% 229
2023
Q3
$906K Sell
1,539
-2
-0.1% -$1.18K 0.23% 112
2023
Q2
$1.12M Sell
1,541
-57
-4% -$41.3K 0.3% 91
2023
Q1
$1.09M Buy
+1,598
New +$1.09M 0.31% 90