Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
27,424
+684
+3% +$26.3K 0.07% 200
2025
Q1
$1.04M Buy
26,740
+1,078
+4% +$41.8K 0.08% 176
2024
Q4
$868K Sell
25,662
-7,652
-23% -$259K 0.08% 179
2024
Q3
$1.36M Sell
33,314
-902
-3% -$36.9K 0.12% 130
2024
Q2
$1.32M Sell
34,216
-1,072
-3% -$41.3K 0.12% 125
2024
Q1
$1.51M Sell
35,288
-34,086
-49% -$1.46M 0.14% 107
2023
Q4
$2.57M Buy
69,374
+41,803
+152% +$1.55M 0.11% 120
2023
Q3
$999K Buy
+27,571
New +$999K 0.12% 105