Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.12M Buy
43,868
+29,404
+203% +$2.09M 0.1% 215
2025
Q1
$918K Sell
14,464
-10,747
-43% -$682K 0.07% 228
2024
Q4
$1.91M Buy
25,211
+21,079
+510% +$1.6M 0.12% 161
2024
Q3
$365K Buy
+4,132
New +$365K 0.06% 125
2023
Q2
Sell
-2,134
Closed -$262K 142
2023
Q1
$262K Buy
+2,134
New +$262K 0.06% 140