Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.68M Buy
1,114,493
+362,914
+48% +$1.52M 2.17% 14
2025
Q1
$2.51M Buy
751,579
+521,708
+227% +$1.74M 1.2% 28
2024
Q4
$956K Buy
229,871
+12,816
+6% +$53.3K 0.46% 52
2024
Q3
$792K Buy
217,055
+102,102
+89% +$373K 0.32% 55
2024
Q2
$552K Buy
114,953
+67,156
+141% +$322K 0.28% 61
2024
Q1
$374K Hold
47,797
0.18% 63
2023
Q4
$561K Sell
47,797
-1,250
-3% -$14.7K 0.3% 48
2023
Q3
$484K Buy
49,047
+6,309
+15% +$62.3K 0.26% 52
2023
Q2
$483K Buy
42,738
+30,350
+245% +$343K 0.26% 54
2023
Q1
$129K Buy
+12,388
New +$129K 0.08% 59