Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Sell
2,983
-7,511
-72% -$726K 0.01% 46
2025
Q1
$1.11M Sell
10,494
-792
-7% -$83.8K 0.04% 43
2024
Q4
$1.26M Buy
11,286
+3,902
+53% +$436K 0.05% 42
2024
Q3
$908K Buy
7,384
+1,111
+18% +$137K 0.03% 41
2024
Q2
$658K Sell
6,273
-2,844
-31% -$298K 0.02% 43
2024
Q1
$957K Buy
9,117
+82
+0.9% +$8.61K 0.03% 40
2023
Q4
$988K Buy
9,035
+4,083
+82% +$446K 0.03% 39
2023
Q3
$548K Buy
4,952
+742
+18% +$82.1K 0.02% 40
2023
Q2
$500K Buy
+4,210
New +$500K 0.02% 40