Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.41M Buy
73,385
+34,652
+89% +$3.5M 0.01% 711
2025
Q1
$3.77M Sell
38,733
-1,344
-3% -$131K 0.01% 932
2024
Q4
$4.08M Sell
40,077
-15,847
-28% -$1.61M 0.01% 876
2024
Q3
$6.25M Buy
55,924
+1,712
+3% +$191K 0.01% 709
2024
Q2
$5.18M Buy
54,212
+7,251
+15% +$692K 0.01% 711
2024
Q1
$4.16M Buy
46,961
+18,121
+63% +$1.61M 0.01% 798
2023
Q4
$2.37M Buy
+28,840
New +$2.37M 0.01% 975