Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
36,881
+1,651
+5% +$53.5K 0.01% 669
2025
Q1
$1.09M Buy
35,230
+7,734
+28% +$239K 0.02% 693
2024
Q4
$752K Sell
27,496
-9,645
-26% -$264K 0.01% 763
2024
Q3
$1.13M Sell
37,141
-1,772
-5% -$53.7K 0.03% 591
2024
Q2
$1.2M Sell
38,913
-1,097
-3% -$33.8K 0.03% 528
2024
Q1
$1.27M Buy
40,010
+2,446
+7% +$77.6K 0.03% 506
2023
Q4
$1.28M Buy
37,564
+3,543
+10% +$120K 0.03% 494
2023
Q3
$1.09M Buy
+34,021
New +$1.09M 0.03% 481