Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Sell
8,274
-988
-11% -$135K 0.24% 66
2025
Q1
$782K Buy
9,262
+6,152
+198% +$519K 0.17% 93
2024
Q4
$235K Sell
3,110
-2,257
-42% -$171K 0.03% 204
2024
Q3
$200K Buy
5,367
+1,167
+28% +$43.4K 0.05% 221
2024
Q2
$106K Buy
4,200
+2,767
+193% +$70.1K 0.03% 309
2024
Q1
$33K Buy
1,433
+56
+4% +$1.29K 0.01% 637
2023
Q4
$23.6K Sell
1,377
-3,779
-73% -$64.9K ﹤0.01% 627
2023
Q3
$82.5K Buy
5,156
+3,444
+201% +$55.1K 0.02% 184
2023
Q2
$26.2K Sell
1,712
-579
-25% -$8.88K 0.01% 418
2023
Q1
$19.4K Buy
+2,291
New +$19.4K ﹤0.01% 602