Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68.4M Buy
215,251
+204,002
+1,814% +$64.8M 8.8% 2
2025
Q1
$2.92M Buy
11,249
+2,142
+24% +$555K 0.52% 38
2024
Q4
$3.68M Sell
9,107
-98
-1% -$39.6K 0.66% 31
2024
Q3
$2.41M Sell
9,205
-952
-9% -$249K 0.49% 42
2024
Q2
$1.75B Sell
10,157
-98
-1% -$16.9M 2.83% 4
2024
Q1
$5.64M Buy
10,255
+1,392
+16% +$765K 0.9% 18
2023
Q4
$2.2M Buy
+8,863
New +$2.2M 0.44% 47