Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Sell
13,271
-2,660
-17% -$203K 0.02% 527
2025
Q1
$656K Buy
15,931
+8,546
+116% +$352K 0.01% 562
2024
Q4
$380K Sell
7,385
-173
-2% -$8.89K 0.01% 704
2024
Q3
$361K Sell
7,558
-1,038
-12% -$49.6K 0.01% 682
2024
Q2
$423K Sell
8,596
-1,082
-11% -$53.2K 0.01% 581
2024
Q1
$469K Sell
9,678
-608
-6% -$29.4K 0.01% 575
2023
Q4
$443K Sell
10,286
-2,460
-19% -$106K 0.01% 532
2023
Q3
$505K Buy
12,746
+91
+0.7% +$3.61K 0.02% 461
2023
Q2
$396K Sell
12,655
-1,779
-12% -$55.7K 0.01% 497
2023
Q1
$378K Buy
14,434
+1,501
+12% +$39.3K 0.01% 461
2022
Q4
$293K Sell
12,933
-1,869
-13% -$42.4K 0.01% 453
2022
Q3
$392K Sell
14,802
-426
-3% -$11.3K 0.02% 381
2022
Q2
$320K Buy
15,228
+425
+3% +$8.93K 0.01% 455
2022
Q1
$431K Buy
+14,803
New +$431K 0.02% 323