Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.69M Sell
34,523
-790
-2% -$153K 0.11% 162
2025
Q1
$4.15M Buy
35,313
+12,405
+54% +$1.46M 0.07% 213
2024
Q4
$3.82M Buy
22,908
+2,090
+10% +$348K 0.06% 221
2024
Q3
$2.76M Buy
20,818
+20,799
+109,468% +$2.75M 0.05% 283
2024
Q2
$1.63K Sell
19
-142
-88% -$12.2K ﹤0.01% 1061
2024
Q1
$11.5K Buy
161
+30
+23% +$2.15K ﹤0.01% 941
2023
Q4
$5.05K Hold
131
﹤0.01% 1015
2023
Q3
$4.29K Buy
+131
New +$4.29K ﹤0.01% 969