Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.7M Buy
69,579
+444
+0.6% +$10.9K 0.02% 556
2025
Q1
$1.91M Sell
69,135
-70,541
-51% -$1.95M 0.03% 495
2024
Q4
$4.56M Buy
139,676
+6,371
+5% +$208K 0.08% 225
2024
Q3
$4.78M Buy
133,305
+79,616
+148% +$2.86M 0.12% 161
2024
Q2
$1.88M Sell
53,689
-128,528
-71% -$4.5M 0.05% 390
2024
Q1
$5.51M Buy
182,217
+130,284
+251% +$3.94M 0.11% 203
2023
Q4
$1.56M Sell
51,933
-46,401
-47% -$1.4M 0.04% 442
2023
Q3
$2.53M Buy
+98,334
New +$2.53M 0.08% 273