Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$608K Buy
8,555
+431
+5% +$30.6K 0.04% 460
2025
Q1
$516K Sell
8,124
-17,827
-69% -$1.13M 0.03% 482
2024
Q4
$1.96M Buy
25,951
+17,778
+218% +$1.35M 0.12% 161
2024
Q3
$722K Sell
8,173
-735
-8% -$65K 0.05% 375
2024
Q2
$671K Buy
8,908
+453
+5% +$34.1K 0.05% 361
2024
Q1
$795K Buy
8,455
+3,396
+67% +$319K 0.05% 386
2023
Q4
$549K Sell
5,059
-122
-2% -$13.2K 0.1% 230
2023
Q3
$495K Sell
5,181
-620
-11% -$59.3K 0.09% 228
2023
Q2
$640K Sell
5,801
-1,043
-15% -$115K 0.11% 198
2023
Q1
$839K Buy
+6,844
New +$839K 0.17% 133