Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.08M Buy
12,072
+473
+4% +$81.5K 0.17% 145
2025
Q1
$2.56M Buy
11,599
+11,588
+105,345% +$2.56M 0.22% 101
2024
Q4
$2.36K Sell
11
-11,336
-100% -$2.43M 0.22% 101
2024
Q3
$2.04M Buy
11,347
+549
+5% +$98.6K 0.17% 121
2024
Q2
$1.61M Sell
10,798
-119
-1% -$17.7K 0.15% 143
2024
Q1
$1.74M Buy
10,917
+747
+7% +$119K 0.16% 124
2023
Q4
$1.35M Buy
10,170
+2,673
+36% +$355K 0.14% 144
2023
Q3
$846K Buy
+7,497
New +$846K 0.09% 230