Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.62M Buy
19,109
+1,404
+8% +$119K 0.02% 576
2025
Q1
$1.28M Buy
17,705
+422
+2% +$30.6K 0.02% 635
2024
Q4
$1.21M Buy
17,283
+2,440
+16% +$171K 0.02% 573
2024
Q3
$1.53M Sell
14,843
-7,911
-35% -$817K 0.04% 483
2024
Q2
$2.64M Sell
22,754
-108,566
-83% -$12.6M 0.07% 287
2024
Q1
$15.1M Buy
131,320
+14,458
+12% +$1.66M 0.31% 98
2023
Q4
$13.2M Buy
116,862
+11,831
+11% +$1.33M 0.33% 84
2023
Q3
$10M Buy
+105,031
New +$10M 0.31% 92