Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.79M Buy
20,704
+191
+0.9% +$53.4K 0.15% 86
2025
Q1
$6.39M Sell
20,513
-12
-0.1% -$3.74K 0.17% 66
2024
Q4
$5.36M Sell
20,525
-40
-0.2% -$10.4K 0.13% 92
2024
Q3
$6.63M Sell
20,565
-15,372
-43% -$4.95M 0.16% 81
2024
Q2
$11.2M Sell
35,937
-9,061
-20% -$2.83M 0.3% 41
2024
Q1
$12.8M Buy
44,998
+9,387
+26% +$2.67M 0.36% 35
2023
Q4
$10.3M Buy
+35,611
New +$10.3M 0.31% 45