Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Sell
4,990
-38,129
-88% -$9.4M 0.18% 164
2025
Q1
$7.88M Buy
43,119
+17,705
+70% +$3.24M 1.49% 3
2024
Q4
$4.26M Buy
25,414
+12,970
+104% +$2.18M 1.17% 5
2024
Q3
$1.78M Buy
12,444
+3,036
+32% +$433K 0.47% 62
2024
Q2
$1.02M Sell
9,408
-13,181
-58% -$1.43M 0.37% 82
2024
Q1
$3.11M Sell
22,589
-6,367
-22% -$877K 1.34% 12
2023
Q4
$2.86M Buy
28,956
+24,869
+608% +$2.46M 1.01% 25
2023
Q3
$325K Buy
+4,087
New +$325K 0.11% 169