Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$971K Sell
2,510
-55
-2% -$21.3K 0.11% 31
2025
Q1
$984K Buy
2,565
+631
+33% +$242K 0.49% 34
2024
Q4
$860K Sell
1,934
-1,723
-47% -$766K 0.42% 49
2024
Q3
$1.89M Buy
3,657
+569
+18% +$295K 1% 26
2024
Q2
$1.72M Sell
3,088
-405
-12% -$225K 0.95% 30
2024
Q1
$1.74M Sell
3,493
-1,915
-35% -$956K 1.22% 28
2023
Q4
$3.23M Buy
5,408
+1,994
+58% +$1.19M 2.84% 8
2023
Q3
$1.74M Buy
+3,414
New +$1.74M 1.72% 14