Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.24M Sell
6,534
-4,239
-39% -$3.4M 0.06% 266
2025
Q1
$7.14M Buy
10,773
+6,772
+169% +$4.49M 0.1% 182
2024
Q4
$2.77M Sell
4,001
-498
-11% -$345K 0.05% 342
2024
Q3
$3.75M Buy
4,499
+816
+22% +$680K 0.09% 220
2024
Q2
$3.77M Buy
3,683
+653
+22% +$668K 0.1% 198
2024
Q1
$2.94M Buy
3,030
+722
+31% +$701K 0.06% 297
2023
Q4
$1.75M Sell
2,308
-375
-14% -$284K 0.04% 405
2023
Q3
$1.58M Buy
+2,683
New +$1.58M 0.05% 372