Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$874K Sell
3,845
-1,245
-24% -$283K 0.01% 285
2025
Q1
$1.24M Sell
5,090
-118
-2% -$28.8K 0.01% 229
2024
Q4
$1.47M Sell
5,208
-410
-7% -$115K 0.02% 199
2024
Q3
$1.54M Sell
5,618
-645
-10% -$177K 0.02% 196
2024
Q2
$1.81M Buy
6,263
+554
+10% +$161K 0.02% 198
2024
Q1
$1.44M Buy
5,709
+360
+7% +$91.1K 0.02% 177
2023
Q4
$1.35M Buy
5,349
+1,457
+37% +$369K 0.02% 192
2023
Q3
$1.03M Buy
3,892
+1,868
+92% +$495K 0.02% 211
2023
Q2
$502K Buy
2,024
+599
+42% +$148K 0.01% 346
2023
Q1
$326K Buy
+1,425
New +$326K 0.01% 381