Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.75M Buy
4,941
+727
+17% +$405K 0.04% 294
2025
Q1
$2.41M Buy
4,214
+1,590
+61% +$908K 0.04% 309
2024
Q4
$1.85M Sell
2,624
-869
-25% -$612K 0.03% 354
2024
Q3
$1.81M Buy
3,493
+585
+20% +$303K 0.03% 355
2024
Q2
$1.72M Buy
2,908
+2,904
+72,600% +$1.71M 0.03% 382
2024
Q1
$2.55K Sell
4
-14
-78% -$8.92K ﹤0.01% 1045
2023
Q4
$10.4K Hold
18
﹤0.01% 947
2023
Q3
$7.63K Buy
18
+1
+6% +$424 ﹤0.01% 921
2023
Q2
$9.05K Sell
17
-348
-95% -$185K ﹤0.01% 930
2023
Q1
$156K Buy
+365
New +$156K ﹤0.01% 691