Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Sell
4,324
-68
-2% -$24.3K 0.09% 210
2025
Q1
$1.19M Sell
4,392
-2,974
-40% -$808K 0.08% 257
2024
Q4
$2.44M Buy
7,366
+37
+0.5% +$12.3K 0.15% 122
2024
Q3
$2.43M Hold
7,329
0.16% 124
2024
Q2
$2.3M Buy
7,329
+1,035
+16% +$325K 0.16% 119
2024
Q1
$1.97M Buy
6,294
+802
+15% +$251K 0.12% 195
2023
Q4
$1.32M Sell
5,492
-225
-4% -$54.2K 0.25% 95
2023
Q3
$1.22M Sell
5,717
-140
-2% -$29.9K 0.23% 88
2023
Q2
$1.18M Buy
5,857
+42
+0.7% +$8.45K 0.21% 101
2023
Q1
$996K Buy
+5,815
New +$996K 0.2% 106