Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.1M Buy
74,759
+40,972
+121% +$6.63M 0.07% 268
2025
Q1
$3.61M Sell
33,787
-3,771
-10% -$403K 0.03% 461
2024
Q4
$4.63M Buy
37,558
+8,091
+27% +$998K 0.04% 425
2024
Q3
$4.21M Sell
29,467
-52,614
-64% -$7.52M 0.04% 347
2024
Q2
$13.4M Buy
82,081
+65,432
+393% +$10.7M 0.18% 102
2024
Q1
$2.08M Buy
16,649
+11,163
+203% +$1.4M 0.03% 502
2023
Q4
$412K Buy
+5,486
New +$412K 0.01% 1016