Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.81M Buy
11,434
+2,928
+34% +$463K 0.97% 21
2025
Q1
$922K Buy
8,506
+15
+0.2% +$1.63K 0.52% 38
2024
Q4
$1.14M Sell
8,491
-20
-0.2% -$2.69K 0.65% 34
2024
Q3
$1.03M Buy
8,511
+1,426
+20% +$173K 0.57% 39
2024
Q2
$875K Buy
7,085
+6,235
+734% +$770K 0.53% 36
2024
Q1
$76.8K Sell
850
-950
-53% -$85.8K 0.05% 104
2023
Q4
$89.1K Buy
+1,800
New +$89.1K 0.06% 98