Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
3,451
+200
+6% +$70.3K 0.01% 666
2025
Q1
$1.03M Sell
3,251
-112
-3% -$35.5K 0.02% 708
2024
Q4
$1.13M Buy
3,363
+1,086
+48% +$366K 0.02% 595
2024
Q3
$726K Buy
2,277
+70
+3% +$22.3K 0.02% 756
2024
Q2
$710K Sell
2,207
-536
-20% -$172K 0.02% 723
2024
Q1
$952K Buy
2,743
+216
+9% +$75K 0.02% 590
2023
Q4
$917K Sell
2,527
-3,873
-61% -$1.41M 0.02% 586
2023
Q3
$1.9M Buy
+6,400
New +$1.9M 0.06% 322