Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Sell
10,113
-70,811
-88% -$8.5M 0.02% 308
2025
Q1
$11.9M Sell
80,924
-3,198
-4% -$471K 0.18% 111
2024
Q4
$13.7M Buy
84,122
+57,228
+213% +$9.29M 0.18% 115
2024
Q3
$4.38M Sell
26,894
-1,492
-5% -$243K 0.07% 194
2024
Q2
$3.87M Buy
28,386
+2,681
+10% +$366K 0.16% 123
2024
Q1
$3.94M Buy
25,705
+10,376
+68% +$1.59M 0.16% 127
2023
Q4
$2.19M Sell
15,329
-2,461
-14% -$351K 0.05% 257
2023
Q3
$2.33M Buy
17,790
+14,993
+536% +$1.96M 0.05% 275
2023
Q2
$445K Sell
2,797
-9,253
-77% -$1.47M 0.01% 395
2023
Q1
$1.91M Sell
12,050
-536
-4% -$84.8K 0.05% 286
2022
Q4
$1.77M Buy
+12,586
New +$1.77M 0.05% 286