Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.15M Sell
3,100
-60
-2% -$80.3K 0.41% 45
2025
Q1
$2.95M Buy
3,160
+320
+11% +$298K 0.3% 51
2024
Q4
$2.53M Sell
2,840
-3,390
-54% -$3.02M 0.26% 55
2024
Q3
$4.42M Sell
6,230
-3,880
-38% -$2.75M 0.39% 52
2024
Q2
$6.82M Sell
10,110
-6,230
-38% -$4.2M 0.64% 44
2024
Q1
$9.92M Sell
16,340
-140
-0.8% -$85K 0.86% 40
2023
Q4
$8.02M Sell
16,480
-940
-5% -$458K 0.72% 41
2023
Q3
$6.58M Sell
17,420
-4,710
-21% -$1.78M 0.68% 43
2023
Q2
$9.75M Sell
22,130
-720
-3% -$317K 0.88% 37
2023
Q1
$7.89M Buy
22,850
+6,860
+43% +$2.37M 0.74% 40
2022
Q4
$4.72M Buy
+15,990
New +$4.72M 0.45% 55