Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Sell
29,014
-8,108
-22% -$331K 0.01% 673
2025
Q1
$1.68M Sell
37,122
-8,406
-18% -$380K 0.02% 540
2024
Q4
$1.98M Sell
45,528
-31,278
-41% -$1.36M 0.03% 417
2024
Q3
$3.48M Sell
76,806
-204
-0.3% -$9.25K 0.09% 240
2024
Q2
$3.17M Buy
77,010
+2,924
+4% +$120K 0.09% 240
2024
Q1
$2.77M Buy
74,086
+9,131
+14% +$342K 0.06% 315
2023
Q4
$2.49M Sell
64,955
-2,052
-3% -$78.6K 0.06% 324
2023
Q3
$2.39M Buy
+67,007
New +$2.39M 0.07% 280