Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.09M Buy
189,689
+152,227
+406% +$7.3M 0.04% 131
2025
Q1
$1.87M Buy
+37,462
New +$1.87M 0.02% 281
2024
Q4
Sell
-3,391
Closed -$221K 707
2024
Q3
$221K Buy
+3,391
New +$221K ﹤0.01% 454
2023
Q4
Sell
-11,684
Closed -$689K 454
2023
Q3
$689K Buy
+11,684
New +$689K 0.02% 285
2022
Q4
Sell
-85,245
Closed -$3.68M 863
2022
Q3
$3.68M Buy
+85,245
New +$3.68M 0.05% 423