Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.59M Buy
18,979
+4,781
+34% +$904K 0.29% 69
2025
Q1
$3.33M Buy
14,198
+7,009
+97% +$1.64M 0.3% 70
2024
Q4
$2.83M Sell
7,189
-4,811
-40% -$1.89M 0.25% 75
2024
Q3
$4.01M Buy
12,000
+6,823
+132% +$2.28M 0.36% 59
2024
Q2
$1.27M Sell
5,177
-374
-7% -$91.4K 0.12% 92
2024
Q1
$1.93M Sell
5,551
-447
-7% -$156K 0.19% 84
2023
Q4
$1.75M Buy
+5,998
New +$1.75M 0.19% 84