Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.03M Buy
75,319
+13,949
+23% +$1.3M 0.1% 142
2025
Q1
$4.47M Buy
61,370
+10,531
+21% +$767K 0.07% 198
2024
Q4
$3.08M Sell
50,839
-36,929
-42% -$2.24M 0.04% 256
2024
Q3
$6.52M Buy
87,768
+4,032
+5% +$299K 0.1% 147
2024
Q2
$5.97M Buy
83,736
+69,820
+502% +$4.98M 0.1% 140
2024
Q1
$1.07M Sell
13,916
-1,444
-9% -$111K 0.03% 261
2023
Q4
$946K Buy
15,360
+5,599
+57% +$345K 0.03% 269
2023
Q3
$449K Buy
9,761
+216
+2% +$9.93K 0.02% 306
2023
Q2
$412K Sell
9,545
-20
-0.2% -$863 0.01% 322
2023
Q1
$303K Buy
+9,565
New +$303K 0.01% 382