Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.16M Buy
7,462
+1,250
+20% +$363K 0.15% 119
2025
Q1
$1.56M Sell
6,212
-3,631
-37% -$915K 0.13% 118
2024
Q4
$3.97M Sell
9,843
-76,867
-89% -$31M 0.27% 114
2024
Q3
$22.6M Buy
86,710
+18,168
+27% +$4.74M 1.51% 9
2024
Q2
$13.6M Buy
68,542
+405
+0.6% +$80.1K 1.2% 12
2024
Q1
$12M Buy
+68,137
New +$12M 1.03% 17