Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Sell
30,115
-1,094
-4% -$45.8K 0.01% 643
2025
Q1
$1.08M Buy
31,209
+451
+1% +$15.6K 0.01% 667
2024
Q4
$1.15M Buy
30,758
+1,773
+6% +$66.2K 0.01% 677
2024
Q3
$1.12M Buy
28,985
+187
+0.6% +$7.24K 0.01% 672
2024
Q2
$980K Sell
28,798
-2,867
-9% -$97.5K 0.01% 684
2024
Q1
$1.03M Sell
31,665
-456
-1% -$14.8K 0.01% 709
2023
Q4
$903K Sell
32,121
-10,702
-25% -$301K 0.01% 711
2023
Q3
$1.07M Sell
42,823
-149
-0.3% -$3.73K 0.01% 620
2023
Q2
$1.34M Sell
42,972
-3,920
-8% -$122K 0.02% 572
2023
Q1
$1.21M Buy
46,892
+35,531
+313% +$918K 0.02% 589
2022
Q4
$339K Buy
+11,361
New +$339K 0.01% 1009