Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$524K Sell
12,068
-9,226
-43% -$401K 0.04% 465
2025
Q1
$981K Buy
21,294
+21,274
+106,370% +$980K 0.08% 253
2024
Q4
$783 Sell
20
-20,933
-100% -$820K 0.07% 301
2024
Q3
$849K Buy
20,953
+607
+3% +$24.6K 0.07% 292
2024
Q2
$704K Buy
20,346
+1,370
+7% +$47.4K 0.06% 325
2024
Q1
$712K Sell
18,976
-63,801
-77% -$2.39M 0.07% 333
2023
Q4
$2.97M Sell
82,777
-1,374
-2% -$49.3K 0.3% 75
2023
Q3
$3.18M Buy
+84,151
New +$3.18M 0.35% 56