Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.34M Sell
78,422
-52,987
-40% -$3.61M 0.03% 286
2025
Q1
$7.96M Buy
131,409
+78,617
+149% +$4.76M 0.06% 202
2024
Q4
$3.65M Buy
52,792
+39,749
+305% +$2.75M 0.03% 289
2024
Q3
$862K Buy
13,043
+390
+3% +$25.8K 0.01% 694
2024
Q2
$767K Sell
12,653
-22,760
-64% -$1.38M 0.01% 667
2024
Q1
$2.02M Buy
+35,413
New +$2.02M 0.02% 352