Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.1M Buy
500,488
+2,847
+0.6% +$80K ﹤0.01% 1572
2025
Q1
$18M Sell
497,641
-101,551
-17% -$3.66M ﹤0.01% 1378
2024
Q4
$25.1M Buy
599,192
+263,694
+79% +$11M 0.01% 1192
2024
Q3
$10.9M Buy
335,498
+282,283
+530% +$9.13M ﹤0.01% 1714
2024
Q2
$2.07M Sell
53,215
-37,145
-41% -$1.44M ﹤0.01% 2851
2024
Q1
$4M Buy
90,360
+2,938
+3% +$130K ﹤0.01% 2501
2023
Q4
$4.64M Buy
87,422
+24,980
+40% +$1.33M ﹤0.01% 2399
2023
Q3
$2.92M Buy
+62,442
New +$2.92M ﹤0.01% 2638