Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.08M Buy
11,528
+2,799
+32% +$2.2M 0.13% 117
2025
Q1
$5.36M Sell
8,729
-1,973
-18% -$1.21M 0.08% 169
2024
Q4
$6.74M Buy
10,702
+1,233
+13% +$777K 0.1% 148
2024
Q3
$5.74M Sell
9,469
-519
-5% -$315K 0.08% 169
2024
Q2
$6.51M Buy
9,988
+9,031
+944% +$5.88M 0.11% 125
2024
Q1
$622K Buy
957
+19
+2% +$12.3K 0.02% 384
2023
Q4
$586K Sell
938
-252
-21% -$158K 0.02% 362
2023
Q3
$608K Sell
1,190
-51
-4% -$26.1K 0.02% 251
2023
Q2
$569K Buy
1,241
+15
+1% +$6.87K 0.02% 267
2023
Q1
$547K Buy
+1,226
New +$547K 0.02% 278