Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$486K Buy
3,078
+51
+2% +$8.06K 0.19% 59
2025
Q1
$328K Sell
3,027
-1,750
-37% -$190K 0.12% 73
2024
Q4
$642K Sell
4,777
-8,883
-65% -$1.19M 0.22% 57
2024
Q3
$1.66M Sell
13,660
-456
-3% -$55.4K 0.43% 39
2024
Q2
$1.74M Buy
14,116
+1,366
+11% +$169K 0.46% 37
2024
Q1
$1.15M Buy
12,750
+3,550
+39% +$321K 0.31% 46
2023
Q4
$456K Sell
9,200
-3,960
-30% -$196K 0.13% 85
2023
Q3
$573K Buy
13,160
+3,270
+33% +$142K 0.18% 70
2023
Q2
$418K Buy
9,890
+1,880
+23% +$79.5K 0.13% 91
2023
Q1
$223K Buy
+8,010
New +$223K 0.07% 132