Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.99M Buy
41,359
+11,830
+40% +$569K 0.13% 111
2025
Q1
$1.43M Buy
29,529
+3,491
+13% +$169K 0.12% 129
2024
Q4
$1.27M Sell
26,038
-9,944
-28% -$486K 0.11% 130
2024
Q3
$2.23M Sell
35,982
-7,629
-17% -$474K 0.2% 82
2024
Q2
$2.49M Sell
43,611
-532
-1% -$30.4K 0.23% 73
2024
Q1
$2.55M Sell
44,143
-41,905
-49% -$2.42M 0.24% 69
2023
Q4
$5.88M Buy
86,048
+48,303
+128% +$3.3M 0.25% 63
2023
Q3
$2.15M Buy
+37,745
New +$2.15M 0.27% 58