Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Sell
4,236
-4,321
-50% -$1.18M 0.01% 275
2025
Q1
$2.99M Buy
8,557
+984
+13% +$344K 0.03% 198
2024
Q4
$3.45M Buy
7,573
+1,918
+34% +$874K 0.04% 197
2024
Q3
$2.47M Sell
5,655
-1,191
-17% -$521K 0.03% 239
2024
Q2
$3.25M Buy
6,846
+41
+0.6% +$19.4K 0.04% 205
2024
Q1
$3.98M Sell
6,805
-1,853
-21% -$1.08M 0.05% 201
2023
Q4
$3.79M Sell
8,658
-1,432
-14% -$628K 0.05% 199
2023
Q3
$4.02M Buy
10,090
+2
+0% +$797 0.06% 180
2023
Q2
$3.45M Sell
10,088
-3,051
-23% -$1.04M 0.05% 205
2023
Q1
$3.57M Sell
13,139
-489
-4% -$133K 0.05% 198
2022
Q4
$2.86M Sell
13,628
-1,942
-12% -$407K 0.04% 217
2022
Q3
$2.96M Buy
+15,570
New +$2.96M 0.05% 208