Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.68M Buy
82,777
+33,842
+69% +$1.1M 0.02% 424
2025
Q1
$1.51M Sell
48,935
-5,989
-11% -$185K 0.02% 505
2024
Q4
$1.5M Buy
54,924
+9,011
+20% +$247K 0.02% 510
2024
Q3
$1.39M Sell
45,913
-3,458
-7% -$105K 0.02% 520
2024
Q2
$1.52M Sell
49,371
-849
-2% -$26.1K 0.02% 469
2024
Q1
$1.59M Sell
50,220
-1,213
-2% -$38.5K 0.02% 457
2023
Q4
$1.75M Sell
51,433
-15,918
-24% -$541K 0.03% 427
2023
Q3
$2.15M Buy
+67,351
New +$2.15M 0.04% 361