Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.24M Buy
133,154
+80,358
+152% +$5.58M 0.29% 68
2025
Q1
$3.26M Sell
52,796
-29,071
-36% -$1.79M 0.24% 91
2024
Q4
$4.85M Buy
81,867
+62,919
+332% +$3.72M 0.31% 62
2024
Q3
$1.01M Buy
18,948
+2,495
+15% +$133K 0.17% 66
2024
Q2
$782K Buy
16,453
+3,725
+29% +$177K 0.15% 65
2024
Q1
$635K Sell
12,728
-1,788
-12% -$89.2K 0.15% 53
2023
Q4
$733K Buy
14,516
+926
+7% +$46.8K 0.18% 47
2023
Q3
$731K Sell
13,590
-6,065
-31% -$326K 0.19% 48
2023
Q2
$1.02M Sell
19,655
-14,951
-43% -$774K 0.27% 43
2023
Q1
$1.81M Buy
34,606
+20,050
+138% +$1.05M 0.44% 33
2022
Q4
$693K Buy
+14,556
New +$693K 0.22% 47