Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.05M Buy
26,632
+43
+0.2% +$6.55K 0.15% 104
2025
Q1
$3.9M Sell
26,589
-1,019
-4% -$150K 0.18% 96
2024
Q4
$3.56M Sell
27,608
-121
-0.4% -$15.6K 0.18% 96
2024
Q3
$3.79M Buy
27,729
+22,501
+430% +$3.08M 0.24% 84
2024
Q2
$534K Sell
5,228
-1,156
-18% -$118K 0.04% 371
2024
Q1
$566K Buy
6,384
+2,674
+72% +$237K 0.05% 309
2023
Q4
$339K Buy
+3,710
New +$339K 0.05% 373