Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.72M Sell
35,357
-1,660
-4% -$268K 0.08% 221
2025
Q1
$3.95M Sell
37,017
-1,620
-4% -$173K 0.06% 272
2024
Q4
$4.77M Buy
38,637
+4,037
+12% +$498K 0.06% 249
2024
Q3
$2.6M Sell
34,600
-1,140
-3% -$85.7K 0.04% 321
2024
Q2
$5.85M Buy
35,740
+4,855
+16% +$794K 0.09% 230
2024
Q1
$3.86M Sell
30,885
-3,715
-11% -$464K 0.06% 274
2023
Q4
$2.6M Buy
+34,600
New +$2.6M 0.04% 325