Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.75M Buy
5,283
+971
+23% +$321K 0.12% 124
2025
Q1
$1.42M Buy
4,312
+923
+27% +$304K 0.12% 133
2024
Q4
$936K Sell
3,389
-307
-8% -$84.8K 0.08% 168
2024
Q3
$1.28M Sell
3,696
-36
-1% -$12.5K 0.11% 138
2024
Q2
$1.23M Sell
3,732
-10
-0.3% -$3.31K 0.11% 130
2024
Q1
$1.36M Sell
3,742
-3,258
-47% -$1.18M 0.13% 117
2023
Q4
$2.1M Buy
7,000
+4,375
+167% +$1.31M 0.09% 141
2023
Q3
$751K Buy
+2,625
New +$751K 0.09% 136