Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Buy
51,247
+80
+0.2% +$1.79K 0.63% 24
2025
Q1
$1.16M Buy
51,167
+3,130
+7% +$71.1K 0.66% 25
2024
Q4
$963K Buy
48,037
+4,688
+11% +$94K 0.48% 27
2024
Q3
$1.02M Sell
43,349
-176,971
-80% -$4.15M 0.5% 26
2024
Q2
$6.82M Buy
220,320
+14,378
+7% +$445K 3.07% 12
2024
Q1
$9.17M Buy
205,942
+27,830
+16% +$1.24M 2.88% 14
2023
Q4
$8.95M Buy
178,112
+37,723
+27% +$1.9M 4.43% 7
2023
Q3
$4.99M Buy
140,389
+20,884
+17% +$742K 2.75% 16
2023
Q2
$4M Buy
119,505
+117,080
+4,828% +$3.92M 1.64% 22
2023
Q1
$79.2K Buy
+2,425
New +$79.2K 0.05% 63