Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.58M Sell
38,462
-14,622
-28% -$1.36M 0.25% 60
2025
Q1
$3.81M Buy
53,084
+50
+0.1% +$3.59K 0.33% 48
2024
Q4
$3.15M Sell
53,034
-2,544
-5% -$151K 0.28% 54
2024
Q3
$4.15M Buy
55,578
+11,728
+27% +$877K 0.44% 46
2024
Q2
$3.17M Sell
43,850
-18,606
-30% -$1.34M 0.32% 51
2024
Q1
$4.81M Buy
62,456
+94
+0.2% +$7.24K 0.85% 33
2023
Q4
$3.84M Sell
62,362
-4,947
-7% -$305K 0.74% 35
2023
Q3
$3.1M Buy
67,309
+10,563
+19% +$486K 0.59% 38
2023
Q2
$2.45M Buy
56,746
+42,626
+302% +$1.84M 0.57% 33
2023
Q1
$448K Buy
+14,120
New +$448K 0.1% 89