Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52M Sell
6,700
-7,062
-51% -$1.61M 0.02% 599
2025
Q1
$3.36M Buy
13,762
+3,332
+32% +$812K 0.05% 322
2024
Q4
$2.93M Buy
10,430
+5,690
+120% +$1.6M 0.05% 325
2024
Q3
$1.3M Buy
4,740
+499
+12% +$137K 0.03% 538
2024
Q2
$1.27M Buy
4,241
+620
+17% +$186K 0.04% 514
2024
Q1
$1.05M Buy
3,621
+162
+5% +$46.9K 0.02% 558
2023
Q4
$875K Buy
3,459
+204
+6% +$51.6K 0.02% 601
2023
Q3
$862K Buy
+3,255
New +$862K 0.03% 556