Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$399K Buy
10,240
+8,144
+389% +$317K 0.09% 137
2025
Q1
$81.2K Sell
2,096
-656
-24% -$25.4K 0.02% 284
2024
Q4
$93.1K Sell
2,752
-122
-4% -$4.13K 0.03% 278
2024
Q3
$117K Sell
2,874
-394
-12% -$16.1K 0.03% 270
2024
Q2
$126K Sell
3,268
-1,286
-28% -$49.5K 0.04% 251
2024
Q1
$195K Sell
4,554
-2,485
-35% -$107K 0.07% 236
2023
Q4
$261K Sell
7,039
-939
-12% -$34.8K 0.1% 190
2023
Q3
$289K Buy
7,978
+67
+0.8% +$2.43K 0.08% 191
2023
Q2
$282K Sell
7,911
-441
-5% -$15.7K 0.08% 204
2023
Q1
$297K Buy
8,352
+304
+4% +$10.8K 0.08% 199
2022
Q4
$283K Buy
+8,048
New +$283K 0.08% 200