Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.2M Buy
57,939
+42,853
+284% +$9.73M 0.15% 92
2025
Q1
$2.51M Sell
15,086
-41,961
-74% -$6.97M 0.03% 177
2024
Q4
$11.3M Buy
57,047
+151
+0.3% +$29.8K 0.23% 43
2024
Q3
$9.88M Buy
56,896
+17,952
+46% +$3.12M 0.2% 42
2024
Q2
$6.77M Buy
38,944
+117
+0.3% +$20.3K 0.14% 46
2024
Q1
$5.3M Buy
38,827
+14,835
+62% +$2.03M 0.11% 47
2023
Q4
$2.5M Buy
+23,992
New +$2.5M 0.06% 57