Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Buy
105,891
+18,188
+21% +$91.5K 0.06% 293
2025
Q1
$397K Sell
87,703
-1,081,859
-93% -$4.9M 0.05% 328
2024
Q4
$5.52M Buy
1,169,562
+402,320
+52% +$1.9M 0.55% 26
2024
Q3
$2.92M Buy
767,242
+420,430
+121% +$1.6M 0.34% 63
2024
Q2
$1.23M Buy
346,812
+271,527
+361% +$964K 0.13% 143
2024
Q1
$236K Buy
+75,285
New +$236K 0.06% 327