Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.03M Sell
27,277
-11,090
-29% -$3.26M 0.03% 395
2025
Q1
$10.2M Sell
38,367
-3,255
-8% -$867K 0.04% 331
2024
Q4
$10.5M Buy
41,622
+1,837
+5% +$462K 0.05% 296
2024
Q3
$8.76M Sell
39,785
-3,129
-7% -$689K 0.04% 373
2024
Q2
$7.39M Buy
42,914
+38,757
+932% +$6.68M 0.03% 405
2024
Q1
$788K Buy
4,157
+1,053
+34% +$200K ﹤0.01% 1437
2023
Q4
$555K Buy
+3,104
New +$555K ﹤0.01% 1432