Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.58M Buy
3,374
+682
+25% +$320K 0.07% 221
2025
Q1
$1.25M Sell
2,692
-345
-11% -$161K 0.05% 312
2024
Q4
$1.27M Sell
3,037
-11,870
-80% -$4.97M 0.06% 261
2024
Q3
$7.11M Buy
14,907
+4,706
+46% +$2.24M 0.02% 119
2024
Q2
$4.48M Sell
10,201
-1,172
-10% -$514K 0.01% 215
2024
Q1
$5.28M Buy
11,373
+6,827
+150% +$3.17M 0.01% 147
2023
Q4
$1.87M Sell
4,546
-480
-10% -$197K ﹤0.01% 408
2023
Q3
$1.87M Sell
5,026
-5,452
-52% -$2.03M ﹤0.01% 346
2023
Q2
$3.99M Buy
+10,478
New +$3.99M 0.13% 156