Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.46M Sell
137,470
-41,712
-23% -$1.35M 0.19% 94
2025
Q1
$5.54M Buy
179,182
+165,027
+1,166% +$5.1M 0.23% 92
2024
Q4
$387K Sell
14,155
-2,394
-14% -$65.5K 0.02% 146
2024
Q3
$502K Sell
16,549
-181,411
-92% -$5.5M 0.02% 135
2024
Q2
$6.1M Buy
197,960
+6,121
+3% +$188K 0.24% 89
2024
Q1
$6.09M Buy
191,839
+163,276
+572% +$5.18M 0.23% 92
2023
Q4
$971K Buy
28,563
+264
+0.9% +$8.98K 0.04% 141
2023
Q3
$903K Buy
+28,299
New +$903K 0.04% 142