Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.56M Buy
3,610
+295
+9% +$291K 0.76% 23
2025
Q1
$3.16M Sell
3,315
-100
-3% -$95.4K 0.78% 21
2024
Q4
$3.14M Buy
3,415
+1,108
+48% +$1.02M 0.43% 50
2024
Q3
$2.05M Sell
2,307
-14
-0.6% -$12.4K 0.33% 57
2024
Q2
$1.97M Buy
2,321
+2,046
+744% +$1.74M 0.24% 82
2024
Q1
$199K Sell
275
-2,015
-88% -$1.46M 0.38% 44
2023
Q4
$1.51M Buy
2,290
+103
+5% +$68.1K 0.25% 81
2023
Q3
$1.24M Sell
2,187
-93
-4% -$52.6K 0.37% 54
2023
Q2
$1.23M Buy
+2,280
New +$1.23M 0.2% 98