Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.21M Buy
19,552
+8,180
+72% +$2.6M 0.41% 45
2025
Q1
$2.95M Sell
11,372
-959
-8% -$249K 0.24% 71
2024
Q4
$4.98M Buy
12,331
+6,821
+124% +$2.75M 0.45% 45
2024
Q3
$1.44M Buy
5,510
+1,079
+24% +$282K 0.13% 119
2024
Q2
$877K Sell
4,431
-272
-6% -$53.8K 0.08% 173
2024
Q1
$827K Sell
4,703
-5,703
-55% -$1M 0.08% 189
2023
Q4
$2.59M Buy
10,406
+7,912
+317% +$1.97M 0.11% 118
2023
Q3
$624K Buy
+2,494
New +$624K 0.08% 154