Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.2M Buy
71,486
+29,862
+72% +$6.76M 0.51% 34
2025
Q1
$6.91M Sell
41,624
-1,243
-3% -$206K 0.52% 37
2024
Q4
$8.47M Buy
42,867
+35,417
+475% +$6.99M 0.54% 33
2024
Q3
$1.29M Buy
7,450
+3,865
+108% +$671K 0.22% 54
2024
Q2
$623K Buy
3,585
+1,753
+96% +$305K 0.12% 72
2024
Q1
$249K Sell
1,832
-1,699
-48% -$231K 0.06% 85
2023
Q4
$367K Buy
3,531
+44
+1% +$4.58K 0.09% 68
2023
Q3
$303K Sell
3,487
-1,354
-28% -$118K 0.08% 70
2023
Q2
$489K Sell
4,841
-2,176
-31% -$220K 0.13% 63
2023
Q1
$653K Buy
7,017
+1,655
+31% +$154K 0.16% 81
2022
Q4
$399K Buy
+5,362
New +$399K 0.13% 64