Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.55M Sell
8,039
-173
-2% -$55K 0.05% 75
2025
Q1
$2.13M Buy
8,212
+3,287
+67% +$852K 0.05% 80
2024
Q4
$1.99M Buy
4,925
+61
+1% +$24.6K 0.04% 86
2024
Q3
$1.27M Buy
4,864
+3,472
+249% +$908K 0.03% 103
2024
Q2
$275K Sell
1,392
-24
-2% -$4.75K 0.01% 190
2024
Q1
$249K Sell
1,416
-694
-33% -$122K 0.01% 187
2023
Q4
$524K Buy
2,110
+954
+83% +$237K 0.02% 125
2023
Q3
$289K Sell
1,156
-55
-5% -$13.8K 0.01% 145
2023
Q2
$317K Buy
1,211
+186
+18% +$48.7K 0.01% 138
2023
Q1
$213K Buy
+1,025
New +$213K 0.01% 189
2021
Q3
$234K Buy
+906
New +$234K 0.04% 178