Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.4M Buy
95,291
+649
+0.7% +$105K 0.58% 24
2025
Q1
$10.1M Buy
94,642
+239
+0.3% +$25.5K 0.46% 31
2024
Q4
$11.6M Sell
94,403
-108
-0.1% -$13.3K 0.48% 31
2024
Q3
$13.5M Sell
94,511
-62
-0.1% -$8.87K 0.59% 27
2024
Q2
$15.5M Buy
94,573
+14,716
+18% +$2.41M 0.69% 26
2024
Q1
$9.98M Buy
79,857
+75,532
+1,746% +$9.44M 0.48% 32
2023
Q4
$325K Sell
4,325
-656
-13% -$49.3K 0.02% 161
2023
Q3
$267K Buy
+4,981
New +$267K 0.02% 168