Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.87M Sell
41,432
-803
-2% -$74.9K 0.23% 82
2025
Q1
$3.08M Buy
42,235
+2,510
+6% +$183K 0.2% 93
2024
Q4
$2.4M Buy
39,725
+4,138
+12% +$250K 0.15% 127
2024
Q3
$2.67M Buy
35,587
+2,466
+7% +$185K 0.17% 105
2024
Q2
$2.41M Sell
33,121
-30,329
-48% -$2.2M 0.17% 106
2024
Q1
$4.89M Buy
63,450
+50,080
+375% +$3.86M 0.3% 70
2023
Q4
$823K Sell
13,370
-1,160
-8% -$71.4K 0.15% 157
2023
Q3
$668K Buy
14,530
+3,668
+34% +$169K 0.13% 178
2023
Q2
$469K Sell
10,862
-1,240
-10% -$53.5K 0.08% 257
2023
Q1
$384K Buy
+12,102
New +$384K 0.08% 290