Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Sell
3,968
-105
-3% -$37.5K 0.01% 531
2025
Q1
$1.63M Sell
4,073
-3,455
-46% -$1.38M 0.02% 491
2024
Q4
$2.7M Buy
7,528
+1,052
+16% +$378K 0.03% 405
2024
Q3
$2.24M Buy
6,476
+269
+4% +$93.1K 0.02% 422
2024
Q2
$1.82M Buy
6,207
+107
+2% +$31.4K 0.02% 439
2024
Q1
$2.04M Sell
6,100
-1,240
-17% -$414K 0.03% 414
2023
Q4
$2.14M Buy
7,340
+393
+6% +$114K 0.03% 386
2023
Q3
$2.25M Buy
+6,947
New +$2.25M 0.04% 355