Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.6M Sell
14,030
-1,227
-8% -$1.1M 0.42% 58
2025
Q1
$10.4M Buy
15,257
+5,982
+64% +$4.07M 0.41% 67
2024
Q4
$5.84M Sell
9,275
-7
-0.1% -$4.41K 0.24% 101
2024
Q3
$7.19M Sell
9,282
-49
-0.5% -$37.9K 0.31% 82
2024
Q2
$7.69M Sell
9,331
-159
-2% -$131K 0.29% 70
2024
Q1
$6.63M Sell
9,490
-57
-0.6% -$39.8K 0.36% 68
2023
Q4
$5.55M Buy
9,547
+9,087
+1,975% +$5.28M 0.38% 65
2023
Q3
$211K Buy
+460
New +$211K 0.03% 234