Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$379K Sell
981
-2,142
-69% -$828K 0.03% 159
2025
Q1
$1.2M Sell
3,123
-1,595
-34% -$612K 0.1% 104
2024
Q4
$2.1M Sell
4,718
-704
-13% -$313K 0.19% 75
2024
Q3
$2.81M Sell
5,422
-785
-13% -$406K 0.29% 60
2024
Q2
$3.45M Sell
6,207
-1,258
-17% -$699K 0.35% 50
2024
Q1
$3.77M Buy
7,465
+2,026
+37% +$1.02M 0.67% 38
2023
Q4
$3.24M Buy
5,439
+507
+10% +$302K 0.62% 39
2023
Q3
$2.51M Sell
4,932
-816
-14% -$416K 0.48% 46
2023
Q2
$2.81M Sell
5,748
-711
-11% -$348K 0.65% 29
2023
Q1
$2.49M Buy
6,459
+923
+17% +$356K 0.56% 30
2022
Q4
$1.87M Buy
+5,536
New +$1.87M 0.45% 38