Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.09M Buy
35,576
+25,265
+245% +$5.74M 0.09% 271
2025
Q1
$2.51M Buy
10,311
+4,548
+79% +$1.11M 0.04% 631
2024
Q4
$1.62M Sell
5,763
-3,181
-36% -$895K 0.02% 806
2024
Q3
$2.45M Buy
8,944
+4,121
+85% +$1.13M 0.04% 598
2024
Q2
$1.45M Buy
4,823
+479
+11% +$144K 0.03% 732
2024
Q1
$1.26M Sell
4,344
-2,160
-33% -$626K 0.02% 777
2023
Q4
$1.65M Buy
6,504
+3,374
+108% +$854K 0.04% 584
2023
Q3
$829K Buy
3,130
+498
+19% +$132K 0.02% 731
2023
Q2
$652K Buy
2,632
+911
+53% +$226K 0.02% 740
2023
Q1
$393K Buy
+1,721
New +$393K 0.02% 423