Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6M Buy
7,486
+3,232
+76% +$2.59M 0.05% 55
2025
Q1
$2.82M Buy
4,254
+2,124
+100% +$1.41M 0.02% 70
2024
Q4
$1.48M Sell
2,130
-1,073
-33% -$744K 0.01% 85
2024
Q3
$2.67M Buy
3,203
+1,337
+72% +$1.11M 0.02% 64
2024
Q2
$1.91M Buy
1,866
+816
+78% +$835K 0.02% 75
2024
Q1
$1.02M Sell
1,050
-803
-43% -$779K 0.01% 88
2023
Q4
$1.4M Buy
1,853
+152
+9% +$115K 0.02% 73
2023
Q3
$1M Buy
1,701
+837
+97% +$493K 0.01% 62
2023
Q2
$626K Sell
864
-27
-3% -$19.6K 0.01% 75
2023
Q1
$607K Buy
+891
New +$607K 0.01% 71