Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.22M Sell
14,587
-174
-1% -$26.5K 0.13% 149
2025
Q1
$2.17M Sell
14,761
-487
-3% -$71.5K 0.14% 141
2024
Q4
$1.97M Buy
15,248
+422
+3% +$54.5K 0.12% 159
2024
Q3
$2.03M Sell
14,826
-1,241
-8% -$170K 0.13% 155
2024
Q2
$1.64M Sell
16,067
-6,146
-28% -$628K 0.12% 169
2024
Q1
$1.97M Buy
22,213
+14,776
+199% +$1.31M 0.12% 194
2023
Q4
$680K Buy
7,437
+108
+1% +$9.87K 0.13% 187
2023
Q3
$574K Sell
7,329
-10,601
-59% -$830K 0.11% 208
2023
Q2
$1.5M Buy
17,930
+12,353
+221% +$1.03M 0.27% 83
2023
Q1
$490K Buy
+5,577
New +$490K 0.1% 239