Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Sell
15,688
-1,875
-11% -$151K 0.14% 152
2025
Q1
$1.41M Buy
17,563
+1,527
+10% +$123K 0.16% 121
2024
Q4
$1.31M Buy
16,036
+1,530
+11% +$125K 0.15% 142
2024
Q3
$1.2M Buy
14,506
+7,523
+108% +$621K 0.14% 159
2024
Q2
$490K Sell
6,983
-1,132
-14% -$79.5K 0.1% 222
2024
Q1
$601K Buy
8,115
+4,906
+153% +$364K 0.12% 187
2023
Q4
$212K Sell
3,209
-4,471
-58% -$296K 0.04% 247
2023
Q3
$483K Buy
+7,680
New +$483K 0.16% 131