Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.02M Sell
6,326
-1,820
-22% -$868K 0.01% 384
2025
Q1
$2.99M Buy
8,146
+2,304
+39% +$845K 0.02% 318
2024
Q4
$2.36M Sell
5,842
-20,472
-78% -$8.27M 0.01% 448
2024
Q3
$13.3M Buy
26,314
+672
+3% +$339K 0.07% 189
2024
Q2
$11M Sell
25,642
-831
-3% -$357K 0.06% 194
2024
Q1
$10M Buy
26,473
+18,102
+216% +$6.86M 0.06% 209
2023
Q4
$2.71M Sell
8,371
-1,033
-11% -$335K 0.02% 453
2023
Q3
$2.95M Sell
9,404
-2,665
-22% -$837K 0.02% 375
2023
Q2
$4.11M Buy
12,069
+847
+8% +$289K 0.03% 273
2023
Q1
$3.32M Buy
11,222
+269
+2% +$79.7K 0.02% 389
2022
Q4
$3.29M Buy
+10,953
New +$3.29M 0.02% 388