Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37.6M Buy
105,875
+64,351
+155% +$22.8M 1.19% 11
2025
Q1
$14.6M Sell
41,524
-6,550
-14% -$2.3M 1.09% 17
2024
Q4
$15.2M Buy
48,074
+44,594
+1,281% +$14.1M 0.97% 19
2024
Q3
$957K Buy
3,480
+129
+4% +$35.5K 0.16% 70
2024
Q2
$880K Buy
3,351
+878
+36% +$230K 0.17% 64
2024
Q1
$690K Buy
2,473
+1,483
+150% +$414K 0.16% 52
2023
Q4
$258K Buy
+990
New +$258K 0.06% 86