Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.45M Buy
16,107
+8,603
+115% +$1.31M 0.37% 25
2025
Q1
$1.1M Buy
7,504
+5,901
+368% +$867K 0.2% 36
2024
Q4
$207K Sell
1,603
-5,941
-79% -$767K 0.03% 80
2024
Q3
$1.03M Sell
7,544
-2,586
-26% -$354K 0.17% 44
2024
Q2
$1.04M Buy
10,130
+6,404
+172% +$654K 0.19% 45
2024
Q1
$330K Hold
3,726
0.09% 70
2023
Q4
$341K Hold
3,726
0.15% 59
2023
Q3
$292K Buy
+3,726
New +$292K 0.16% 55