Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.99M Sell
8,138
-14,558
-64% -$3.56M 0.13% 118
2025
Q1
$6.01M Buy
22,696
+1,528
+7% +$404K 0.4% 56
2024
Q4
$5.37M Sell
21,168
-12,592
-37% -$3.19M 0.36% 62
2024
Q3
$10.7M Buy
33,760
+4,762
+16% +$1.51M 0.7% 36
2024
Q2
$10.8M Buy
28,998
+23,498
+427% +$8.78M 0.76% 34
2024
Q1
$1.91M Buy
5,500
+2,475
+82% +$858K 0.13% 114
2023
Q4
$1.38M Buy
+3,025
New +$1.38M 0.11% 110