Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$467K Sell
6,578
-7,860
-54% -$558K 0.07% 259
2025
Q1
$917K Buy
14,438
+1,154
+9% +$73.3K 0.15% 152
2024
Q4
$1.01M Sell
13,284
-625
-4% -$47.3K 0.17% 133
2024
Q3
$1.23M Sell
13,909
-23,411
-63% -$2.07M 0.21% 109
2024
Q2
$2.81M Sell
37,320
-978
-3% -$73.7K 0.54% 50
2024
Q1
$3.6M Buy
38,298
+9,021
+31% +$848K 0.67% 36
2023
Q4
$3.18M Sell
29,277
-3,610
-11% -$392K 0.59% 42
2023
Q3
$3.15M Buy
32,887
+314
+1% +$30K 0.59% 44
2023
Q2
$3.6M Buy
+32,573
New +$3.6M 0.67% 39