Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.1M Buy
15,412
+1,697
+12% +$231K 0.06% 278
2024
Q4
$1.97M Buy
13,715
+622
+5% +$89.5K 0.06% 264
2024
Q3
$1.57M Sell
13,093
-214
-2% -$25.6K 0.06% 291
2024
Q2
$1.45M Buy
13,307
+11,044
+488% +$1.2M 0.06% 286
2024
Q1
$303K Buy
2,263
+361
+19% +$48.4K 0.02% 554
2023
Q4
$242K Buy
1,902
+71
+4% +$9.05K 0.02% 598
2023
Q3
$232K Buy
+1,831
New +$232K 0.02% 570