Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.8M Buy
69,847
+34,499
+98% +$9.3M 0.21% 102
2025
Q1
$8.96M Sell
35,348
-1,441
-4% -$365K 0.13% 146
2024
Q4
$8.62M Sell
36,789
-9,544
-21% -$2.24M 0.15% 148
2024
Q3
$11.8M Buy
46,333
+40,889
+751% +$10.4M 0.3% 67
2024
Q2
$1.3M Buy
5,444
+679
+14% +$162K 0.04% 510
2024
Q1
$1.1M Sell
4,765
-1,157
-20% -$267K 0.02% 550
2023
Q4
$1.17M Sell
5,922
-555
-9% -$110K 0.03% 514
2023
Q3
$1.1M Buy
+6,477
New +$1.1M 0.03% 479