Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.69M Buy
42,646
+28,867
+209% +$6.56M 0.31% 63
2025
Q1
$3.36M Buy
13,779
+1,748
+15% +$426K 0.25% 89
2024
Q4
$3.38M Buy
12,031
+8,978
+294% +$2.53M 0.22% 91
2024
Q3
$836K Buy
3,053
+525
+21% +$144K 0.14% 78
2024
Q2
$758K Buy
+2,528
New +$758K 0.15% 66
2023
Q2
Sell
-5,715
Closed -$1.31M 127
2023
Q1
$1.31M Buy
+5,715
New +$1.31M 0.32% 48