Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$663K Sell
1,838
-14,507
-89% -$5.24M 0.01% 266
2025
Q1
$4.46M Sell
16,345
-123,281
-88% -$33.7M 0.07% 133
2024
Q4
$46.3M Buy
139,626
+128,866
+1,198% +$42.8M 0.63% 38
2024
Q3
$3.57M Buy
10,760
+6,425
+148% +$2.13M 0.05% 160
2024
Q2
$1.36M Buy
4,335
+2,609
+151% +$818K 0.02% 201
2024
Q1
$539K Sell
1,726
-73
-4% -$22.8K 0.01% 264
2023
Q4
$451K Buy
1,799
+488
+37% +$122K 0.01% 249
2023
Q3
$284K Sell
1,311
-3,763
-74% -$815K 0.01% 264
2023
Q2
$1.01M Buy
5,074
+1,670
+49% +$331K 0.02% 210
2023
Q1
$571K Buy
+3,404
New +$571K 0.01% 212