Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Sell
10,999
-4,509
-29% -$553K 0.03% 399
2025
Q1
$1.41M Sell
15,508
-297
-2% -$27.1K 0.04% 389
2024
Q4
$1.82M Buy
15,805
+630
+4% +$72.6K 0.05% 305
2024
Q3
$1.8M Buy
15,175
+6,674
+79% +$791K 0.06% 309
2024
Q2
$1.17M Sell
8,501
-1,298
-13% -$179K 0.04% 384
2024
Q1
$1.12M Buy
9,799
+3,156
+48% +$360K 0.04% 400
2023
Q4
$508K Buy
6,643
+2,545
+62% +$195K 0.02% 545
2023
Q3
$282K Buy
4,098
+306
+8% +$21.1K 0.01% 638
2023
Q2
$205K Buy
+3,792
New +$205K 0.01% 677