Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.2M Buy
78,439
+47,960
+157% +$4.4M 0.08% 210
2025
Q1
$2.68M Sell
30,479
-1,517
-5% -$133K 0.04% 385
2024
Q4
$2.96M Sell
31,996
-1,042
-3% -$96.4K 0.05% 323
2024
Q3
$3.06M Buy
33,038
+24,167
+272% +$2.24M 0.08% 274
2024
Q2
$665K Sell
8,871
-194,178
-96% -$14.6M 0.02% 753
2024
Q1
$17.5M Buy
203,049
+198,362
+4,232% +$17.1M 0.36% 70
2023
Q4
$324K Buy
+4,687
New +$324K 0.01% 968