Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Sell
12,617
-195
-2% -$15.7K 0.01% 776
2025
Q1
$1.04M Buy
12,812
+334
+3% +$27.2K 0.01% 606
2024
Q4
$911K Buy
12,478
+121
+1% +$8.83K 0.01% 812
2024
Q3
$735K Sell
12,357
-949
-7% -$56.4K 0.01% 803
2024
Q2
$680K Sell
13,306
-666
-5% -$34K 0.01% 830
2024
Q1
$750K Buy
13,972
+158
+1% +$8.48K 0.01% 794
2023
Q4
$625K Sell
13,814
-2,878
-17% -$130K 0.01% 823
2023
Q3
$821K Buy
16,692
+3,570
+27% +$176K 0.01% 644
2023
Q2
$626K Buy
+13,122
New +$626K 0.01% 595