Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$41M Buy
45,773
+6,653
+17% +$5.96M 0.82% 35
2025
Q1
$26.6M Sell
39,120
-4,191
-10% -$2.85M 0.56% 44
2024
Q4
$27.3M Buy
43,311
+41,313
+2,068% +$26M 0.51% 55
2024
Q3
$1.55M Sell
1,998
-87
-4% -$67.4K 0.03% 277
2024
Q2
$1.72M Buy
2,085
+855
+70% +$705K 0.03% 265
2024
Q1
$859K Sell
1,230
-83
-6% -$58K 0.01% 306
2023
Q4
$763K Hold
1,313
0.01% 311
2023
Q3
$602K Buy
1,313
+143
+12% +$65.6K 0.01% 326
2023
Q2
$567K Hold
1,170
0.01% 330
2023
Q1
$467K Buy
+1,170
New +$467K 0.01% 351