Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.3M Sell
46,075
-1,505
-3% -$140K 0.35% 51
2025
Q1
$3.47M Buy
47,580
+47,535
+105,633% +$3.46M 0.3% 75
2024
Q4
$2.72K Sell
45
-49,184
-100% -$2.98M 0.25% 91
2024
Q3
$3.7M Sell
49,229
-57
-0.1% -$4.28K 0.31% 66
2024
Q2
$3.58M Buy
49,286
+7,072
+17% +$514K 0.33% 59
2024
Q1
$3.25M Sell
42,214
-2,211
-5% -$170K 0.31% 70
2023
Q4
$2.74M Sell
44,425
-1,407
-3% -$86.6K 0.28% 80
2023
Q3
$2.11M Buy
+45,832
New +$2.11M 0.23% 95