Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.54M Buy
+109,458
New +$8.54M 0.12% 144
2024
Q4
Sell
-13,900
Closed -$1.07M 374
2024
Q3
$1.07M Sell
13,900
-56
-0.4% -$4.32K 0.02% 291
2024
Q2
$949K Buy
13,956
+2,605
+23% +$177K 0.04% 243
2024
Q1
$832K Buy
11,351
+5,278
+87% +$387K 0.03% 277
2023
Q4
$459K Hold
6,073
0.01% 394
2023
Q3
$411K Buy
+6,073
New +$411K 0.01% 444