Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.93M Buy
25,029
+9,912
+66% +$3.54M 1.97% 7
2025
Q1
$6.03M Sell
15,117
-5,128
-25% -$2.05M 1.11% 35
2024
Q4
$7.27M Sell
20,245
-205
-1% -$73.6K 1.32% 22
2024
Q3
$7.08M Sell
20,450
-34,678
-63% -$12M 1.3% 26
2024
Q2
$16.2M Buy
55,128
+7,669
+16% +$2.25M 2.27% 9
2024
Q1
$15.8M Buy
47,459
+11,116
+31% +$3.71M 2.32% 6
2023
Q4
$10.6M Buy
36,343
+4,902
+16% +$1.43M 1.61% 17
2023
Q3
$10.2M Buy
31,441
+5,673
+22% +$1.84M 1.68% 15
2023
Q2
$8.9M Sell
25,768
-45
-0.2% -$15.5K 1.52% 31
2023
Q1
$8.14M Buy
25,813
+3,269
+15% +$1.03M 1.49% 29
2022
Q4
$6.77M Buy
+22,544
New +$6.77M 1.27% 42