Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.21M Buy
11,683
+7,034
+151% +$3.74M 0.04% 243
2025
Q1
$1.74M Sell
4,649
-11,609
-71% -$4.35M 0.01% 431
2024
Q4
$7.38M Sell
16,258
-1,688
-9% -$766K 0.06% 220
2024
Q3
$7.68M Sell
17,946
-1,232
-6% -$527K 0.06% 212
2024
Q2
$6.9M Buy
19,178
+241
+1% +$86.7K 0.06% 211
2024
Q1
$6.86M Buy
18,937
+3,725
+24% +$1.35M 0.05% 223
2023
Q4
$3.3M Buy
15,212
+1,390
+10% +$302K 0.03% 263
2023
Q3
$2.91M Buy
13,822
+212
+2% +$44.6K 0.03% 263
2023
Q2
$2.58M Buy
13,610
+2,220
+19% +$421K 0.03% 276
2023
Q1
$1.95M Buy
+11,390
New +$1.95M 0.02% 321