Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.24M Buy
14,357
+790
+6% +$123K 0.86% 38
2025
Q1
$2.23M Buy
13,567
+11,877
+703% +$1.96M 0.93% 37
2024
Q4
$275K Sell
1,690
-219
-11% -$35.7K 0.11% 128
2024
Q3
$373K Sell
1,909
-230
-11% -$44.9K 0.15% 115
2024
Q2
$371K Sell
2,139
-4,211
-66% -$730K 0.16% 112
2024
Q1
$1.07M Buy
6,350
+542
+9% +$91.7K 0.48% 75
2023
Q4
$1.15M Buy
5,808
+287
+5% +$56.6K 0.56% 67
2023
Q3
$961K Buy
5,521
+3,649
+195% +$635K 0.53% 70
2023
Q2
$322K Buy
+1,872
New +$322K 0.15% 121