Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.08M Buy
21,037
+3,491
+20% +$346K 0.03% 334
2025
Q1
$1.43M Sell
17,546
-808
-4% -$66K 0.03% 391
2024
Q4
$1.92M Sell
18,354
-30,890
-63% -$3.23M 0.03% 344
2024
Q3
$4.39M Buy
49,244
+249
+0.5% +$22.2K 0.08% 216
2024
Q2
$3.59M Sell
48,995
-3,082
-6% -$226K 0.06% 254
2024
Q1
$3.38M Buy
52,077
+23,866
+85% +$1.55M 0.06% 271
2023
Q4
$2.1M Buy
28,211
+200
+0.7% +$14.9K 0.04% 343
2023
Q3
$1.25M Buy
+28,011
New +$1.25M 0.03% 400