Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.24M Buy
27,564
+126
+0.5% +$28.5K 1.11% 31
2025
Q1
$4.55M Sell
27,438
-67,785
-71% -$11.3M 0.85% 43
2024
Q4
$17.7M Buy
95,223
+47,645
+100% +$8.84M 1.56% 5
2024
Q3
$8.26M Sell
47,578
-434
-0.9% -$75.4K 1.48% 5
2024
Q2
$8.34M Sell
48,012
-541
-1% -$94K 1.77% 6
2024
Q1
$6.61M Sell
48,553
-372
-0.8% -$50.6K 1.38% 16
2023
Q4
$5.09M Buy
48,925
+418
+0.9% +$43.5K 1.2% 22
2023
Q3
$4.22M Buy
48,507
+1,267
+3% +$110K 1.08% 31
2023
Q2
$4.77M Sell
47,240
-645
-1% -$65.1K 1.19% 27
2023
Q1
$4.45M Buy
+47,885
New +$4.45M 1.17% 29