Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.66M Buy
25,140
+2,740
+12% +$399K 0.05% 241
2025
Q1
$3.46M Buy
22,400
+7,938
+55% +$1.22M 0.05% 236
2024
Q4
$2.03M Sell
14,462
-286
-2% -$40.1K 0.03% 350
2024
Q3
$2.08M Buy
14,748
+4,555
+45% +$641K 0.03% 346
2024
Q2
$1.19M Buy
10,193
+6,908
+210% +$809K 0.02% 466
2024
Q1
$403K Sell
3,285
-371
-10% -$45.5K 0.01% 470
2023
Q4
$435K Buy
+3,656
New +$435K 0.01% 428