Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.86M Sell
19,908
-640
-3% -$59.7K 0.23% 117
2025
Q1
$1.49M Buy
20,548
+492
+2% +$35.8K 0.18% 143
2024
Q4
$1.21M Buy
20,056
+10,473
+109% +$632K 0.15% 158
2024
Q3
$720K Sell
9,583
-670
-7% -$50.4K 0.1% 178
2024
Q2
$745K Sell
10,253
-788
-7% -$57.3K 0.11% 176
2024
Q1
$850K Buy
11,041
+7,074
+178% +$545K 0.14% 168
2023
Q4
$244K Buy
+3,967
New +$244K 0.05% 197
2023
Q1
Sell
-17,878
Closed -$535K 221
2022
Q4
$535K Buy
17,878
+1,713
+11% +$51.3K 0.15% 145
2022
Q3
$428K Sell
16,165
-273
-2% -$7.23K 0.17% 138
2022
Q2
$336K Buy
+16,438
New +$336K 0.14% 153