Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Buy
13,315
+10,386
+355% +$850K 0.25% 74
2025
Q1
$263K Sell
2,929
-2,234
-43% -$201K 0.07% 161
2024
Q4
$514K Sell
5,163
-2,339
-31% -$233K 0.14% 119
2024
Q3
$852K Buy
7,502
+488
+7% +$55.4K 0.24% 94
2024
Q2
$868K Sell
7,014
-2,679
-28% -$332K 0.28% 78
2024
Q1
$1.28M Sell
9,693
-3,101
-24% -$409K 0.46% 56
2023
Q4
$1.39M Sell
12,794
-1,100
-8% -$120K 0.56% 50
2023
Q3
$1.43M Buy
13,894
+728
+6% +$74.9K 0.42% 52
2023
Q2
$1.52M Sell
13,166
-441
-3% -$50.9K 0.43% 47
2023
Q1
$1.45M Sell
13,607
-4,433
-25% -$472K 0.41% 53
2022
Q4
$2M Buy
+18,040
New +$2M 0.56% 35