Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$407K Sell
25,855
-36,304
-58% -$572K 0.01% 611
2025
Q1
$738K Sell
62,159
-6,308
-9% -$74.9K 0.02% 431
2024
Q4
$883K Sell
68,467
-7,940
-10% -$102K 0.03% 341
2024
Q3
$974K Buy
76,407
+3,477
+5% +$44.3K 0.04% 266
2024
Q2
$1.03M Buy
72,930
+59,632
+448% +$841K 0.05% 223
2024
Q1
$257K Sell
13,298
-3,750
-22% -$72.6K 0.02% 339
2023
Q4
$256K Sell
17,048
-1,078
-6% -$16.2K 0.02% 313
2023
Q3
$191K Buy
18,126
+446
+3% +$4.7K 0.01% 325
2023
Q2
$170K Buy
17,680
+101
+0.6% +$969 0.01% 314
2023
Q1
$163K Sell
17,579
-36
-0.2% -$334 0.01% 253
2022
Q4
$194K Buy
17,615
+567
+3% +$6.25K 0.02% 242
2022
Q3
$225K Buy
17,048
+191
+1% +$2.52K 0.02% 235
2022
Q2
$224K Sell
16,857
-32
-0.2% -$425 0.02% 220
2022
Q1
$649K Buy
+16,889
New +$649K 0.05% 157