Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Sell
6,126
-820
-12% -$179K 0.02% 628
2025
Q1
$945K Buy
6,946
+1,373
+25% +$187K 0.01% 746
2024
Q4
$802K Buy
5,573
+354
+7% +$50.9K 0.01% 727
2024
Q3
$625K Sell
5,219
-297
-5% -$35.6K 0.02% 823
2024
Q2
$600K Sell
5,516
-103,693
-95% -$11.3M 0.02% 795
2024
Q1
$14.6M Buy
109,209
+22,826
+26% +$3.06M 0.3% 110
2023
Q4
$11M Sell
86,383
-7,076
-8% -$901K 0.28% 117
2023
Q3
$11.9M Buy
+93,459
New +$11.9M 0.37% 67