Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.6M Buy
14,216
+12,903
+983% +$6.9M 0.24% 91
2025
Q1
$485K Sell
1,313
-2,066
-61% -$764K 0.04% 328
2024
Q4
$1.53M Buy
3,379
+2,113
+167% +$959K 0.1% 180
2024
Q3
$545K Buy
1,266
+184
+17% +$79.2K 0.09% 100
2024
Q2
$395K Buy
+1,082
New +$395K 0.08% 105