Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.47M Buy
34,807
+1,221
+4% +$157K 0.03% 373
2025
Q1
$2.42M Sell
33,586
-193,991
-85% -$14M 0.02% 457
2024
Q4
$25.9M Sell
227,577
-174,621
-43% -$19.8M 0.15% 140
2024
Q3
$40M Buy
402,198
+132,491
+49% +$13.2M 0.23% 98
2024
Q2
$23.3M Buy
269,707
+245,077
+995% +$21.2M 0.14% 149
2024
Q1
$2.01M Buy
24,630
+19,485
+379% +$1.59M 0.01% 509
2023
Q4
$247K Buy
+5,145
New +$247K ﹤0.01% 699