Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.45M Sell
6,274
-149
-2% -$34.5K 0.16% 137
2025
Q1
$1.4M Sell
6,423
-182
-3% -$39.8K 0.16% 122
2024
Q4
$1.35M Buy
6,605
+254
+4% +$52.1K 0.15% 138
2024
Q3
$1.06M Buy
6,351
+4,177
+192% +$696K 0.12% 181
2024
Q2
$311K Sell
2,174
-1,046
-32% -$150K 0.06% 299
2024
Q1
$641K Buy
3,220
+385
+14% +$76.6K 0.13% 176
2023
Q4
$586K Buy
2,835
+319
+13% +$66K 0.1% 124
2023
Q3
$652K Buy
+2,516
New +$652K 0.21% 110