Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.64M Buy
81,878
+10,899
+15% +$1.02M 0.09% 301
2025
Q1
$5.17M Buy
70,979
+13,102
+23% +$955K 0.07% 382
2024
Q4
$3.49M Buy
57,877
+23,019
+66% +$1.39M 0.05% 493
2024
Q3
$2.62M Sell
34,858
-294
-0.8% -$22.1K 0.04% 571
2024
Q2
$2.55M Sell
35,152
-47,991
-58% -$3.49M 0.04% 527
2024
Q1
$6.4M Buy
83,143
+3,816
+5% +$294K 0.12% 253
2023
Q4
$4.88M Buy
79,327
+57,379
+261% +$3.53M 0.12% 238
2023
Q3
$1.01M Buy
21,948
+4,533
+26% +$208K 0.03% 663
2023
Q2
$752K Buy
17,415
+5,688
+49% +$246K 0.03% 693
2023
Q1
$372K Buy
+11,727
New +$372K 0.02% 429