Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.05M Buy
14,494
+4,456
+44% +$1.24M 0.06% 193
2025
Q1
$3.13M Buy
10,038
+4,082
+69% +$1.27M 0.05% 181
2024
Q4
$1.55M Sell
5,956
-1,017
-15% -$265K 0.03% 206
2024
Q3
$2.25M Buy
6,973
+199
+3% +$64.1K 0.04% 128
2024
Q2
$2.12M Sell
6,774
-143
-2% -$44.7K 0.05% 117
2024
Q1
$1.97M Buy
6,917
+4,187
+153% +$1.19M 0.05% 119
2023
Q4
$786K Buy
2,730
+420
+18% +$121K 0.03% 115
2023
Q3
$621K Buy
2,310
+1,092
+90% +$293K 0.03% 113
2023
Q2
$270K Buy
+1,218
New +$270K 0.03% 114