Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.11M Sell
6,192
-75
-1% -$13.4K 0.14% 150
2025
Q1
$1M Sell
6,267
-235
-4% -$37.7K 0.13% 161
2024
Q4
$1.13M Buy
6,502
+4,280
+193% +$745K 0.14% 149
2024
Q3
$503K Sell
2,222
-60
-3% -$13.6K 0.06% 214
2024
Q2
$511K Buy
2,282
+760
+50% +$170K 0.07% 207
2024
Q1
$389K Sell
1,522
-75
-5% -$19.2K 0.05% 234
2023
Q4
$363K Sell
1,597
-77
-5% -$17.5K 0.05% 228
2023
Q3
$338K Hold
1,674
0.05% 242
2023
Q2
$307K Hold
1,674
0.05% 255
2023
Q1
$326K Hold
1,674
0.05% 247
2022
Q4
$299K Buy
1,674
+125
+8% +$22.3K 0.05% 254
2022
Q3
$242K Buy
+1,549
New +$242K 0.04% 267