Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.7M Buy
3,170
+23
+0.7% +$12.3K 0.14% 180
2025
Q1
$1.16M Buy
3,147
+3,144
+104,800% +$1.16M 0.1% 225
2024
Q4
$1.4K Sell
3
-3,725
-100% -$1.73M 0.13% 182
2024
Q3
$1.61M Sell
3,728
-887
-19% -$382K 0.13% 162
2024
Q2
$1.68M Sell
4,615
-46
-1% -$16.8K 0.15% 137
2024
Q1
$1.63M Buy
4,661
+488
+12% +$171K 0.15% 135
2023
Q4
$898K Buy
4,173
+862
+26% +$185K 0.09% 235
2023
Q3
$696K Buy
+3,311
New +$696K 0.08% 279