Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.73M Sell
143,116
-18,684
-12% -$486K 0.24% 77
2025
Q1
$4.11M Sell
161,800
-4,892
-3% -$124K 0.25% 75
2024
Q4
$3.53M Buy
166,692
+14,012
+9% +$296K 0.21% 84
2024
Q3
$2.95M Buy
152,680
+13,205
+9% +$255K 0.17% 108
2024
Q2
$2.37M Buy
139,475
+370
+0.3% +$6.29K 0.14% 133
2024
Q1
$2.39M Buy
139,105
+53,250
+62% +$913K 0.15% 130
2023
Q4
$1.63M Buy
85,855
+72,960
+566% +$1.38M 0.12% 160
2023
Q3
$213K Sell
12,895
-340
-3% -$5.6K 0.02% 591
2023
Q2
$238K Buy
+13,235
New +$238K 0.02% 582