Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.83M Sell
38,288
-531
-1% -$80.8K 0.04% 216
2025
Q1
$5.7M Sell
38,819
-139
-0.4% -$20.4K 0.04% 206
2024
Q4
$5.03M Buy
38,958
+8,329
+27% +$1.08M 0.04% 225
2024
Q3
$4.19M Sell
30,629
-1,142
-4% -$156K 0.03% 255
2024
Q2
$3.25M Buy
31,771
+11,212
+55% +$1.15M 0.03% 275
2024
Q1
$1.82M Buy
20,559
+14,888
+263% +$1.32M 0.02% 277
2023
Q4
$518K Buy
5,671
+767
+16% +$70.1K 0.01% 329
2023
Q3
$384K Sell
4,904
-20,125
-80% -$1.58M ﹤0.01% 350
2023
Q2
$2.09M Buy
+25,029
New +$2.09M 0.02% 222