Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.87M Buy
42,477
+999
+2% +$162K 0.09% 237
2025
Q1
$4.43M Sell
41,478
-12,306
-23% -$1.31M 0.07% 319
2024
Q4
$6.63M Sell
53,784
-6,830
-11% -$843K 0.1% 216
2024
Q3
$8.67M Buy
60,614
+2,417
+4% +$346K 0.13% 171
2024
Q2
$9.52M Buy
58,197
+41,948
+258% +$6.86M 0.15% 141
2024
Q1
$2.03M Buy
16,249
+911
+6% +$114K 0.03% 510
2023
Q4
$1.15M Buy
15,338
+10,492
+217% +$788K 0.02% 661
2023
Q3
$259K Buy
+4,846
New +$259K 0.01% 1180