Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.37M Sell
48,336
-42,579
-47% -$2.09M 0.03% 455
2025
Q1
$5.14M Buy
90,915
+55,794
+159% +$3.16M 0.08% 228
2024
Q4
$2.02M Sell
35,121
-16,946
-33% -$973K 0.04% 414
2024
Q3
$2.73M Buy
52,067
+21,433
+70% +$1.12M 0.07% 312
2024
Q2
$1.66M Buy
30,634
+3,006
+11% +$163K 0.05% 433
2024
Q1
$1.6M Buy
27,628
+3,244
+13% +$188K 0.03% 441
2023
Q4
$1.19M Buy
24,384
+9,624
+65% +$472K 0.03% 506
2023
Q3
$636K Buy
+14,760
New +$636K 0.02% 633