Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.23M Sell
34,584
-5,295
-13% -$494K 0.15% 122
2025
Q1
$2.91M Buy
39,879
+17,404
+77% +$1.27M 0.15% 124
2024
Q4
$1.36M Sell
22,475
-50
-0.2% -$3.02K 0.12% 263
2024
Q3
$1.69M Buy
22,525
+572
+3% +$43K 0.14% 241
2024
Q2
$1.6M Sell
21,953
-7,460
-25% -$542K 0.14% 230
2024
Q1
$2.26M Buy
29,413
+11,268
+62% +$868K 0.18% 204
2023
Q4
$1.12M Buy
18,145
+10,227
+129% +$630K 0.1% 297
2023
Q3
$364K Sell
7,918
-820
-9% -$37.7K 0.03% 489
2023
Q2
$377K Buy
8,738
+6,603
+309% +$285K 0.03% 472
2023
Q1
$67.7K Buy
+2,135
New +$67.7K 0.01% 626