Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Sell
3,413
-1,182
-26% -$375K 0.09% 257
2025
Q1
$1.19M Buy
4,595
+4,591
+114,775% +$1.19M 0.1% 219
2024
Q4
$1.66K Sell
4
-4,036
-100% -$1.68M 0.15% 151
2024
Q3
$1.06M Sell
4,040
-321
-7% -$83.9K 0.09% 240
2024
Q2
$862K Buy
4,361
+1,467
+51% +$290K 0.08% 270
2024
Q1
$518K Sell
2,894
-19
-0.7% -$3.4K 0.05% 428
2023
Q4
$723K Buy
2,913
+331
+13% +$82.2K 0.07% 290
2023
Q3
$646K Buy
+2,582
New +$646K 0.07% 298