Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.63M Buy
146,864
+43,336
+42% +$1.95M 0.04% 346
2025
Q1
$4.87M Sell
103,528
-28,722
-22% -$1.35M 0.04% 350
2024
Q4
$7.45M Buy
132,250
+88,394
+202% +$4.98M 0.07% 183
2024
Q3
$2.26M Buy
43,856
+26,606
+154% +$1.37M 0.03% 350
2024
Q2
$858K Sell
17,250
-3
-0% -$149 0.01% 512
2024
Q1
$1.01M Buy
+17,253
New +$1.01M 0.01% 458