Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.2M Buy
13,607
+334
+3% +$299K 0.67% 37
2025
Q1
$9.02M Sell
13,273
-2,468
-16% -$1.68M 0.54% 52
2024
Q4
$9.92M Buy
15,741
+238
+2% +$150K 0.53% 46
2024
Q3
$12M Sell
15,503
-114
-0.7% -$88.3K 0.65% 41
2024
Q2
$12.9M Buy
15,617
+62
+0.4% +$51.1K 0.71% 34
2024
Q1
$10.9M Sell
15,555
-31
-0.2% -$21.7K 0.62% 45
2023
Q4
$9.06M Buy
15,586
+3,361
+27% +$1.95M 0.57% 45
2023
Q3
$5.61M Buy
+12,225
New +$5.61M 0.37% 70