Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.3M Buy
1,229,780
+1,080,536
+724% +$9.93M 0.13% 165
2025
Q1
$1.45M Sell
149,244
-18,708
-11% -$181K 0.02% 877
2024
Q4
$1.58M Buy
167,952
+34,573
+26% +$325K 0.02% 817
2024
Q3
$1.51M Buy
133,379
+7,507
+6% +$85.1K 0.02% 773
2024
Q2
$1.23M Buy
125,872
+22,217
+21% +$217K 0.02% 789
2024
Q1
$986K Buy
103,655
+73,541
+244% +$699K 0.02% 882
2023
Q4
$290K Buy
30,114
+3,612
+14% +$34.8K 0.01% 1124
2023
Q3
$243K Buy
26,502
+3,594
+16% +$32.9K 0.01% 1106
2023
Q2
$229K Buy
22,908
+5,930
+35% +$59.2K 0.01% 1038
2023
Q1
$193K Buy
+16,978
New +$193K 0.01% 503