Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.5M Sell
61,913
-1,218
-2% -$29.5K 0.09% 187
2025
Q1
$1.6M Buy
63,131
+25,785
+69% +$653K 0.12% 155
2024
Q4
$991K Sell
37,346
-2,558
-6% -$67.9K 0.08% 209
2024
Q3
$1.15M Buy
39,904
+13,097
+49% +$379K 0.11% 168
2024
Q2
$750K Buy
26,807
+13,039
+95% +$365K 0.1% 178
2024
Q1
$382K Buy
13,768
+1,149
+9% +$31.9K 0.08% 243
2023
Q4
$342K Buy
+12,619
New +$342K 0.09% 190