Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
48,778
+3,479
+8% +$72.8K 0.22% 131
2025
Q1
$1.09M Sell
45,299
-1,254
-3% -$30.1K 0.25% 114
2024
Q4
$994K Buy
46,553
+2,870
+7% +$61.3K 0.22% 123
2024
Q3
$1.01M Sell
43,683
-7,689
-15% -$178K 0.22% 128
2024
Q2
$934K Sell
51,372
-24,266
-32% -$441K 0.22% 119
2024
Q1
$1.62M Sell
75,638
-13,643
-15% -$293K 0.4% 70
2023
Q4
$1.92M Buy
89,281
+29,990
+51% +$646K 0.52% 56
2023
Q3
$1.19M Buy
+59,291
New +$1.19M 0.36% 83