Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.77M Buy
8,821
+1,447
+20% +$1.11M 0.09% 148
2025
Q1
$4.06M Buy
7,374
+123
+2% +$67.7K 0.06% 210
2024
Q4
$3.27M Sell
7,251
-137
-2% -$61.9K 0.05% 247
2024
Q3
$2.77M Buy
7,388
+770
+12% +$289K 0.04% 282
2024
Q2
$2.08M Buy
6,618
+5,574
+534% +$1.75M 0.03% 310
2024
Q1
$276K Buy
+1,044
New +$276K 0.01% 552