Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
3,254
+695
+27% +$221K 0.37% 39
2025
Q1
$663K Sell
2,559
-521
-17% -$135K 0.29% 53
2024
Q4
$1.24M Buy
3,080
+660
+27% +$267K 0.81% 28
2024
Q3
$633K Sell
2,420
-103
-4% -$26.9K 0.36% 60
2024
Q2
$499K Buy
2,523
+1,166
+86% +$231K 0.25% 80
2024
Q1
$239K Sell
1,357
-576
-30% -$101K 0.15% 136
2023
Q4
$480K Buy
1,933
+225
+13% +$55.9K 0.34% 71
2023
Q3
$427K Buy
1,708
+71
+4% +$17.8K 0.35% 65
2023
Q2
$429K Buy
1,637
+154
+10% +$40.3K 0.3% 64
2023
Q1
$308K Buy
+1,483
New +$308K 0.23% 85