Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$813K Buy
2,784
+93
+3% +$27.2K 0.17% 119
2025
Q1
$673K Sell
2,691
-7,584
-74% -$1.9M 0.17% 114
2024
Q4
$2.26M Sell
10,275
-338
-3% -$74.5K 0.31% 59
2024
Q3
$2.35M Sell
10,613
-3,702
-26% -$819K 0.38% 50
2024
Q2
$2.51M Buy
14,315
+13,147
+1,126% +$2.3M 0.31% 63
2024
Q1
$222K Sell
1,168
-14,631
-93% -$2.78M 0.42% 41
2023
Q4
$2.59M Buy
15,799
+3,614
+30% +$591K 0.43% 49
2023
Q3
$1.71M Sell
12,185
-307
-2% -$43.1K 0.51% 36
2023
Q2
$1.67M Buy
+12,492
New +$1.67M 0.27% 77