Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.43M Buy
11,618
+4,417
+61% +$925K 0.24% 50
2025
Q1
$1.31M Sell
7,201
-8,369
-54% -$1.52M 0.14% 216
2024
Q4
$2.95M Sell
15,570
-3,206
-17% -$608K 0.39% 16
2024
Q3
$3.41M Buy
18,776
+8,960
+91% +$1.63M 0.3% 30
2024
Q2
$1.55M Sell
9,816
-5,515
-36% -$872K 0.21% 145
2024
Q1
$2.23M Buy
15,331
+10,592
+224% +$1.54M 0.39% 22
2023
Q4
$601K Buy
+4,739
New +$601K 0.13% 282