Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Sell
1,122
-441
-28% -$138K 0.04% 419
2025
Q1
$476K Sell
1,563
-1,527
-49% -$465K 0.05% 319
2024
Q4
$1.03M Buy
3,090
+28
+0.9% +$9.3K 0.12% 183
2024
Q3
$1.02M Sell
3,062
-309
-9% -$103K 0.12% 193
2024
Q2
$1.39M Buy
3,371
+701
+26% +$289K 0.28% 78
2024
Q1
$1.08M Sell
2,670
-2,344
-47% -$947K 0.22% 106
2023
Q4
$1.54M Buy
5,014
+3,385
+208% +$1.04M 0.26% 38
2023
Q3
$394K Buy
+1,629
New +$394K 0.13% 151