Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.94M Sell
30,737
-176
-0.6% -$11.1K 0.02% 511
2025
Q1
$2.13M Sell
30,913
-871
-3% -$59.9K 0.03% 464
2024
Q4
$1.87M Sell
31,784
-15,678
-33% -$923K 0.03% 433
2024
Q3
$3.04M Sell
47,462
-2,988
-6% -$192K 0.08% 278
2024
Q2
$2.59M Buy
50,450
+3,564
+8% +$183K 0.07% 291
2024
Q1
$2.04M Buy
46,886
+4,745
+11% +$207K 0.04% 369
2023
Q4
$2.1M Sell
42,141
-34,503
-45% -$1.72M 0.05% 366
2023
Q3
$3.23M Buy
+76,644
New +$3.23M 0.1% 212