Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.57M Buy
142,353
+87,313
+159% +$4.64M 0.21% 165
2025
Q1
$1.95M Sell
55,040
-10,905
-17% -$386K 0.07% 496
2024
Q4
$2.3M Buy
65,945
+32,698
+98% +$1.14M 0.1% 371
2024
Q3
$1.29M Sell
33,247
-158,005
-83% -$6.13M 0.06% 519
2024
Q2
$6.78M Buy
191,252
+24,257
+15% +$859K 0.33% 54
2024
Q1
$5.54M Buy
166,995
+87,433
+110% +$2.9M 0.28% 85
2023
Q4
$3.48M Buy
79,562
+52,161
+190% +$2.28M 0.25% 100
2023
Q3
$1.26M Buy
27,401
+5,220
+24% +$239K 0.1% 329
2023
Q2
$1.11M Buy
+22,181
New +$1.11M 0.1% 339