Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$805K Buy
2,534
+15
+0.6% +$4.77K 0.06% 224
2025
Q1
$653K Sell
2,519
-2,012
-44% -$521K 0.05% 246
2024
Q4
$1.83M Sell
4,531
-5
-0.1% -$2.02K 0.13% 157
2024
Q3
$1.19M Sell
4,536
-81
-2% -$21.2K 0.08% 201
2024
Q2
$934K Buy
4,617
+165
+4% +$33.4K 0.07% 218
2024
Q1
$783K Sell
4,452
-469
-10% -$82.4K 0.06% 223
2023
Q4
$1.22M Buy
4,921
+2,426
+97% +$603K 0.1% 182
2023
Q3
$624K Buy
+2,495
New +$624K 0.06% 199