Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Sell
7,505
-205
-3% -$28.4K 0.07% 206
2025
Q1
$1.23M Buy
7,710
+684
+10% +$109K 0.1% 149
2024
Q4
$934K Buy
7,026
+215
+3% +$28.6K 0.08% 169
2024
Q3
$925K Sell
6,811
-271
-4% -$36.8K 0.08% 178
2024
Q2
$1.04M Buy
7,082
+53
+0.8% +$7.82K 0.1% 145
2024
Q1
$1.07M Sell
7,029
-6,853
-49% -$1.05M 0.1% 146
2023
Q4
$2M Buy
13,882
+9,071
+189% +$1.31M 0.08% 147
2023
Q3
$736K Buy
+4,811
New +$736K 0.09% 138