Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.06M Hold
13,428
0.75% 36
2025
Q1
$1.46M Buy
13,428
+1,902
+17% +$206K 0.57% 34
2024
Q4
$1.55M Buy
11,526
+4,988
+76% +$670K 0.59% 35
2024
Q3
$794K Sell
6,538
-7,616
-54% -$925K 0.34% 39
2024
Q2
$1.82M Buy
14,154
+7,684
+119% +$986K 0.21% 77
2024
Q1
$585K Buy
6,470
+1,430
+28% +$129K 0.29% 49
2023
Q4
$219K Hold
5,040
0.12% 72
2023
Q3
$219K Sell
5,040
-170
-3% -$7.4K 0.04% 168
2023
Q2
$247K Buy
+5,210
New +$247K 0.05% 160