Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Sell
102,155
-2,976
-3% -$40.9K 0.02% 617
2025
Q1
$1.31M Sell
105,131
-1,983
-2% -$24.7K 0.02% 624
2024
Q4
$1.42M Buy
107,114
+35,695
+50% +$475K 0.03% 517
2024
Q3
$801K Sell
71,419
-27,704
-28% -$311K 0.02% 715
2024
Q2
$1.33M Sell
99,123
-3,937
-4% -$52.8K 0.04% 501
2024
Q1
$1.13M Buy
103,060
+57,419
+126% +$629K 0.02% 539
2023
Q4
$1.07M Sell
45,641
-7,491
-14% -$176K 0.03% 540
2023
Q3
$1.29M Buy
+53,132
New +$1.29M 0.04% 438