Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.96M Sell
28,289
-1,081
-4% -$75K 0.13% 113
2025
Q1
$1.81M Buy
29,370
+5,070
+21% +$313K 0.15% 101
2024
Q4
$1.44M Buy
24,300
+5,978
+33% +$354K 0.13% 116
2024
Q3
$975K Sell
18,322
-1,302
-7% -$69.3K 0.09% 170
2024
Q2
$932K Sell
19,624
-9,843
-33% -$468K 0.09% 163
2024
Q1
$1.47M Sell
29,467
-14,733
-33% -$735K 0.14% 109
2023
Q4
$2.23M Buy
44,200
+25,265
+133% +$1.28M 0.09% 134
2023
Q3
$1.02M Buy
+18,935
New +$1.02M 0.13% 103