Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$99.7K Buy
4,013
+593
+17% +$14.7K 0.02% 435
2025
Q1
$84.8K Sell
3,420
-47,459
-93% -$1.18M 0.02% 412
2024
Q4
$1.35M Buy
50,879
+2,967
+6% +$78.8K 0.18% 95
2024
Q3
$1.39M Buy
47,912
+884
+2% +$25.6K 0.22% 83
2024
Q2
$1.33M Buy
47,028
+44,458
+1,730% +$1.25M 0.17% 121
2024
Q1
$71.3K Sell
2,570
-30,530
-92% -$847K 0.14% 105
2023
Q4
$953K Buy
33,100
+7,546
+30% +$217K 0.16% 120
2023
Q3
$848K Sell
25,554
-2,022
-7% -$67.1K 0.25% 101
2023
Q2
$1.01M Buy
27,576
+238
+0.9% +$8.72K 0.16% 121
2023
Q1
$1.13M Buy
+27,338
New +$1.13M 0.28% 69