Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$642K Sell
9,107
-7,774
-46% -$548K 0.01% 918
2025
Q1
$1.01M Buy
16,881
+1,525
+10% +$91.5K 0.01% 713
2024
Q4
$1.28M Sell
15,356
-3,341
-18% -$279K 0.02% 553
2024
Q3
$1.58M Sell
18,697
-21,550
-54% -$1.83M 0.04% 474
2024
Q2
$5.43M Buy
40,247
+6,147
+18% +$829K 0.15% 128
2024
Q1
$6.49M Buy
34,100
+4,065
+14% +$774K 0.14% 186
2023
Q4
$4.81M Buy
30,035
+2,015
+7% +$322K 0.12% 186
2023
Q3
$4.18M Buy
+28,020
New +$4.18M 0.13% 173