Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.81M Buy
39,549
+15,164
+62% +$1.08M 0.03% 413
2025
Q1
$1.55M Sell
24,385
-29,187
-54% -$1.85M 0.02% 568
2024
Q4
$4.05M Buy
53,572
+6,477
+14% +$490K 0.07% 250
2024
Q3
$4.16M Sell
47,095
-24,763
-34% -$2.19M 0.1% 181
2024
Q2
$5.42M Sell
71,858
-15,475
-18% -$1.17M 0.15% 129
2024
Q1
$8.21M Buy
87,333
+56,816
+186% +$5.34M 0.17% 171
2023
Q4
$3.31M Buy
30,517
+3,480
+13% +$378K 0.08% 266
2023
Q3
$2.59M Buy
+27,037
New +$2.59M 0.08% 268