Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.07M Buy
7,522
+458
+6% +$126K 0.65% 30
2025
Q1
$1.18M Buy
7,064
+1,451
+26% +$243K 0.44% 32
2024
Q4
$1.3M Buy
5,613
+188
+3% +$43.6K 0.49% 30
2024
Q3
$924K Sell
5,425
-42,475
-89% -$7.24M 0.33% 37
2024
Q2
$784K Buy
47,900
+43,900
+1,098% +$719K 0.32% 33
2024
Q1
$534K Buy
4,000
+1,030
+35% +$137K 0.24% 44
2023
Q4
$364K Buy
2,970
+20
+0.7% +$2.45K 0.18% 50
2023
Q3
$279K Buy
2,950
+170
+6% +$16.1K 0.18% 59
2023
Q2
$242K Buy
+2,780
New +$242K 0.17% 62