Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48K Sell
124
-2,298
-95% -$889K 0.01% 330
2025
Q1
$929K Sell
2,422
-41
-2% -$15.7K 0.12% 90
2024
Q4
$1.1M Buy
2,463
+177
+8% +$78.7K 0.14% 78
2024
Q3
$1.15M Sell
2,286
-5
-0.2% -$2.52K 0.17% 81
2024
Q2
$1.27M Buy
2,291
+5
+0.2% +$2.78K 0.17% 74
2024
Q1
$1.15M Buy
2,286
+68
+3% +$34.3K 0.17% 81
2023
Q4
$1.32M Sell
2,218
-26
-1% -$15.5K 0.21% 78
2023
Q3
$1.14M Sell
2,244
-16
-0.7% -$8.16K 0.21% 80
2023
Q2
$1.11M Buy
+2,260
New +$1.11M 0.19% 82