Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.58M Buy
8,756
+3,093
+55% +$557K 0.15% 151
2025
Q1
$1.02M Buy
5,663
+5,489
+3,155% +$989K 0.11% 288
2024
Q4
$34.3K Sell
174
-5,728
-97% -$1.13M ﹤0.01% 1357
2024
Q3
$925K Sell
5,902
-3,986
-40% -$625K 0.08% 390
2024
Q2
$1.38M Buy
9,888
+9,311
+1,614% +$1.3M 0.19% 167
2024
Q1
$68.5K Sell
577
-1,266
-69% -$150K 0.01% 887
2023
Q4
$196K Buy
+1,843
New +$196K 0.04% 622