Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.48M Buy
120,361
+47,894
+66% +$1.39M 0.35% 66
2025
Q1
$2.05M Sell
72,467
-9,028
-11% -$255K 0.22% 103
2024
Q4
$1.86M Buy
81,495
+22,605
+38% +$515K 0.2% 113
2024
Q3
$1.3M Sell
58,890
-453
-0.8% -$9.97K 0.17% 149
2024
Q2
$1.13M Buy
59,343
+4,047
+7% +$77.3K 0.15% 156
2024
Q1
$973K Buy
55,296
+1,440
+3% +$25.3K 0.13% 173
2023
Q4
$904K Buy
53,856
+1,945
+4% +$32.6K 0.14% 174
2023
Q3
$780K Buy
51,911
+6,795
+15% +$102K 0.12% 185
2023
Q2
$720K Sell
45,116
-1,649
-4% -$26.3K 0.11% 191
2023
Q1
$900K Buy
+46,765
New +$900K 0.14% 172