Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.18M Buy
51,786
+42,778
+475% +$6.76M 3.35% 4
2025
Q1
$976K Buy
9,008
+1,341
+17% +$145K 0.28% 63
2024
Q4
$1.03M Buy
7,667
+124
+2% +$16.7K 0.29% 61
2024
Q3
$916K Sell
7,543
-347
-4% -$42.1K 0.26% 61
2024
Q2
$975K Buy
7,890
+1,240
+19% +$153K 0.3% 58
2024
Q1
$601K Buy
6,650
+640
+11% +$57.8K 0.19% 73
2023
Q4
$298K Buy
+6,010
New +$298K 0.1% 97