Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.1M Buy
80,811
+70,794
+707% +$6.22M 0.2% 187
2025
Q1
$706K Sell
10,017
-9,829
-50% -$692K 0.02% 659
2024
Q4
$1.48M Buy
19,846
+7,158
+56% +$532K 0.06% 474
2024
Q3
$947K Sell
12,688
-5,951
-32% -$444K 0.04% 580
2024
Q2
$1.12M Buy
18,639
+10,670
+134% +$639K 0.05% 494
2024
Q1
$519K Buy
7,969
+993
+14% +$64.7K 0.03% 625
2023
Q4
$639K Sell
6,976
-17,255
-71% -$1.58M 0.05% 553
2023
Q3
$1.71M Buy
+24,231
New +$1.71M 0.14% 240