Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.82M Sell
12,460
-302
-2% -$68.4K 0.17% 116
2025
Q1
$2.12M Sell
12,762
-296
-2% -$49.1K 0.14% 145
2024
Q4
$2.58M Buy
13,058
+459
+4% +$90.6K 0.16% 114
2024
Q3
$2.19M Buy
12,599
+613
+5% +$106K 0.14% 139
2024
Q2
$2.08M Sell
11,986
-9,606
-44% -$1.67M 0.15% 138
2024
Q1
$2.94M Buy
21,592
+17,719
+458% +$2.41M 0.18% 118
2023
Q4
$403K Buy
3,873
+465
+14% +$48.4K 0.07% 286
2023
Q3
$296K Sell
3,408
-8
-0.2% -$695 0.06% 354
2023
Q2
$345K Buy
3,416
+450
+15% +$45.4K 0.06% 338
2023
Q1
$276K Buy
+2,966
New +$276K 0.06% 360