Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.24M Buy
40,805
+26,154
+179% +$3.36M 0.52% 59
2025
Q1
$1.06M Sell
14,651
-2,545
-15% -$184K 0.13% 167
2024
Q4
$1.95M Sell
17,196
-5,780
-25% -$657K 0.21% 117
2024
Q3
$2.29M Buy
22,976
+863
+4% +$85.9K 0.24% 112
2024
Q2
$1.91M Sell
22,113
-8,425
-28% -$729K 0.22% 124
2024
Q1
$2.49M Buy
+30,538
New +$2.49M 0.28% 104