Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.98M Sell
39,727
-11,745
-23% -$586K 0.01% 457
2025
Q1
$1.7M Sell
51,472
-5,453
-10% -$180K 0.01% 476
2024
Q4
$2.19M Sell
56,925
-8,045
-12% -$309K 0.01% 437
2024
Q3
$2.17M Sell
64,970
-1,331
-2% -$44.5K 0.01% 431
2024
Q2
$1.96M Sell
66,301
-40,188
-38% -$1.19M 0.01% 432
2024
Q1
$3.05M Sell
106,489
-49,850
-32% -$1.43M 0.02% 385
2023
Q4
$3.59M Buy
156,339
+16,314
+12% +$374K 0.03% 345
2023
Q3
$2.85M Buy
140,025
+57,751
+70% +$1.17M 0.03% 368
2023
Q2
$1.71M Buy
+82,274
New +$1.71M 0.02% 472