Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.04M Sell
139,670
-66,394
-32% -$1.92M 0.33% 61
2025
Q1
$5.83M Buy
206,064
+206,012
+396,177% +$5.83M 0.5% 27
2024
Q4
$1.2K Sell
52
-55,285
-100% -$1.27M 0.11% 206
2024
Q3
$1.22M Sell
55,337
-1,854
-3% -$40.8K 0.1% 210
2024
Q2
$1.09M Sell
57,191
-4,694
-8% -$89.6K 0.1% 222
2024
Q1
$1.19M Buy
61,885
+208
+0.3% +$4K 0.11% 197
2023
Q4
$1.03M Sell
61,677
-8,416
-12% -$141K 0.1% 197
2023
Q3
$1.05M Buy
+70,093
New +$1.05M 0.12% 173