Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.07M Sell
9,492
-404
-4% -$88.1K 0.19% 100
2025
Q1
$1.35M Buy
9,896
+8,065
+440% +$1.1M 0.08% 221
2024
Q4
$263K Sell
1,831
-117
-6% -$16.8K 0.02% 458
2024
Q3
$234K Sell
1,948
-154
-7% -$18.5K 0.02% 492
2024
Q2
$229K Sell
2,102
-1,445
-41% -$157K 0.02% 472
2024
Q1
$475K Sell
3,547
-966
-21% -$129K 0.04% 333
2023
Q4
$575K Buy
4,513
+339
+8% +$43.2K 0.05% 291
2023
Q3
$530K Buy
+4,174
New +$530K 0.05% 286