Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.74M Buy
14,780
+11,440
+343% +$2.12M 0.3% 62
2025
Q1
$700K Sell
3,340
-378
-10% -$79.2K 0.09% 106
2024
Q4
$661K Sell
3,718
-417
-10% -$74.1K 0.08% 108
2024
Q3
$753K Buy
4,135
+244
+6% +$44.4K 0.11% 100
2024
Q2
$667K Sell
3,891
-295
-7% -$50.6K 0.09% 105
2024
Q1
$762K Sell
4,186
-96
-2% -$17.5K 0.11% 100
2023
Q4
$664K Sell
4,282
-747
-15% -$116K 0.11% 112
2023
Q3
$750K Sell
5,029
-1,663
-25% -$248K 0.14% 101
2023
Q2
$902K Buy
+6,692
New +$902K 0.16% 90