Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.6M Buy
4,490
+457
+11% +$366K 0.07% 234
2025
Q1
$2.69M Buy
4,033
+603
+18% +$402K 0.07% 246
2024
Q4
$2.38M Buy
3,430
+2,508
+272% +$1.74M 0.09% 193
2024
Q3
$768K Buy
922
+15
+2% +$12.5K 0.03% 433
2024
Q2
$937K Buy
907
+230
+34% +$238K 0.05% 318
2024
Q1
$672K Buy
677
+36
+6% +$35.7K 0.04% 327
2023
Q4
$485K Buy
641
+553
+628% +$418K 0.03% 358
2023
Q3
$51.9K Buy
88
+19
+28% +$11.2K 0.01% 761
2023
Q2
$50.1K Sell
69
-19
-22% -$13.8K 0.01% 674
2023
Q1
$60K Hold
88
0.02% 555
2022
Q4
$48.1K Buy
+88
New +$48.1K 0.02% 495