Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.88M Buy
12,601
+2,489
+25% +$963K 0.35% 61
2025
Q1
$3.88M Sell
10,112
-175
-2% -$67.1K 0.32% 62
2024
Q4
$4.57M Sell
10,287
-26
-0.3% -$11.6K 0.38% 55
2024
Q3
$5.34M Sell
10,313
-226
-2% -$117K 0.44% 46
2024
Q2
$5.81M Buy
10,539
+3,654
+53% +$2.02M 0.52% 38
2024
Q1
$3.47M Sell
6,885
-3,160
-31% -$1.59M 0.32% 62
2023
Q4
$5.99M Buy
+10,045
New +$5.99M 0.62% 29
2022
Q4
$3.39M Sell
10,060
-5,938
-37% -$2M 0.39% 67
2022
Q3
$4.4M Buy
+15,998
New +$4.4M 0.53% 44