Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Sell
36,979
-63,624
-63% -$2.27M 0.11% 223
2025
Q1
$3.71M Buy
100,603
+100,493
+91,357% +$3.71M 0.32% 66
2024
Q4
$4.16K Sell
110
-118,345
-100% -$4.47M 0.38% 48
2024
Q3
$4.95M Buy
118,455
+763
+0.6% +$31.9K 0.42% 37
2024
Q2
$4.61M Buy
117,692
+12,067
+11% +$472K 0.42% 36
2024
Q1
$4.58M Sell
105,625
-8,762
-8% -$380K 0.43% 36
2023
Q4
$5.02M Sell
114,387
-119
-0.1% -$5.22K 0.51% 29
2023
Q3
$5.08M Buy
+114,506
New +$5.08M 0.56% 27