Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Sell
46,697
-14,659
-24% -$322K 0.05% 429
2025
Q1
$1.37M Sell
61,356
-14,159
-19% -$316K 0.08% 230
2024
Q4
$1.3M Buy
75,515
+29,124
+63% +$502K 0.09% 198
2024
Q3
$778K Buy
46,391
+11,488
+33% +$193K 0.05% 365
2024
Q2
$999K Buy
34,903
+8,656
+33% +$248K 0.07% 240
2024
Q1
$1M Buy
26,247
+13,309
+103% +$508K 0.07% 259
2023
Q4
$481K Buy
12,938
+793
+7% +$29.5K 0.04% 335
2023
Q3
$413K Sell
12,145
-330
-3% -$11.2K 0.03% 338
2023
Q2
$491K Buy
+12,475
New +$491K 0.04% 327