Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$538K Buy
1,789
+201
+13% +$60.4K 0.12% 117
2025
Q1
$412K Sell
1,588
-437
-22% -$113K 0.11% 126
2024
Q4
$818K Buy
2,025
+1,515
+297% +$612K 0.23% 92
2024
Q3
$133K Sell
510
-74
-13% -$19.4K 0.04% 250
2024
Q2
$116K Sell
584
-111
-16% -$22K 0.04% 259
2024
Q1
$122K Sell
695
-59
-8% -$10.4K 0.04% 290
2023
Q4
$187K Sell
754
-370
-33% -$91.9K 0.07% 231
2023
Q3
$281K Buy
1,124
+137
+14% +$34.3K 0.08% 194
2023
Q2
$258K Sell
987
-117
-11% -$30.6K 0.07% 213
2023
Q1
$229K Buy
1,104
+328
+42% +$68K 0.06% 225
2022
Q4
$96K Buy
+776
New +$96K 0.03% 365