Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Sell
68,532
-4,360
-6% -$90.6K 0.01% 530
2025
Q1
$1.29M Buy
72,892
+2,066
+3% +$36.6K 0.01% 535
2024
Q4
$1.1M Buy
70,826
+18,398
+35% +$286K 0.01% 565
2024
Q3
$806K Sell
52,428
-2,998
-5% -$46.1K 0.01% 644
2024
Q2
$758K Buy
55,426
+1,902
+4% +$26K 0.01% 610
2024
Q1
$750K Sell
53,524
-17,093
-24% -$240K 0.01% 626
2023
Q4
$949K Buy
70,617
+8,314
+13% +$112K 0.01% 546
2023
Q3
$799K Buy
+62,303
New +$799K 0.01% 536