Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$971K Sell
6,380
-397
-6% -$60.4K 0.06% 74
2025
Q1
$995K Sell
6,777
-3,623
-35% -$532K 0.06% 77
2024
Q4
$1.34M Sell
10,400
-7,646
-42% -$987K 0.07% 71
2024
Q3
$2.47M Sell
18,046
-4,273
-19% -$584K 0.14% 57
2024
Q2
$2.59M Sell
22,319
-8,184
-27% -$948K 0.15% 54
2024
Q1
$2.77M Buy
30,503
+6,063
+25% +$550K 0.12% 65
2023
Q4
$2.23M Sell
24,440
-7,925
-24% -$724K 0.14% 59
2023
Q3
$2.53M Sell
32,365
-1,207
-4% -$94.5K 0.17% 59
2023
Q2
$2.84M Buy
33,572
+6,413
+24% +$542K 0.14% 69
2023
Q1
$2.39M Buy
+27,159
New +$2.39M 0.14% 61
2022
Q2
$2.84M Buy
+33,572
New +$2.84M 0.14% 69