Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.77M Buy
7,164
+1,072
+18% +$415K 0.23% 109
2025
Q1
$2.34M Buy
6,092
+6,087
+121,740% +$2.33M 0.2% 109
2024
Q4
$2.63K Sell
5
-6,077
-100% -$3.2M 0.24% 93
2024
Q3
$3.15M Buy
6,082
+419
+7% +$217K 0.26% 82
2024
Q2
$3.15M Buy
5,663
+944
+20% +$524K 0.29% 75
2024
Q1
$2.38M Buy
4,719
+44
+0.9% +$22.2K 0.22% 97
2023
Q4
$2.79M Sell
4,675
-269
-5% -$160K 0.28% 79
2023
Q3
$2.52M Buy
+4,944
New +$2.52M 0.28% 80