Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Sell
48,037
-1,002
-2% -$24K 0.08% 182
2025
Q1
$1.2M Buy
49,039
+188
+0.4% +$4.58K 0.1% 154
2024
Q4
$1.19M Sell
48,851
-1,011
-2% -$24.6K 0.11% 137
2024
Q3
$1.57M Sell
49,862
-785
-2% -$24.6K 0.14% 109
2024
Q2
$1.22M Sell
50,647
-1,067
-2% -$25.8K 0.11% 131
2024
Q1
$960K Sell
51,714
-53,405
-51% -$991K 0.09% 162
2023
Q4
$2.28M Buy
105,119
+59,977
+133% +$1.3M 0.1% 130
2023
Q3
$835K Buy
+45,142
New +$835K 0.1% 120