Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.17M Buy
52,685
+6,732
+15% +$533K 0.34% 58
2025
Q1
$4.12M Buy
45,953
+45,906
+97,672% +$4.12M 0.35% 51
2024
Q4
$4.69K Sell
47
-49,732
-100% -$4.96M 0.43% 36
2024
Q3
$5.65M Buy
49,779
+2,207
+5% +$251K 0.47% 30
2024
Q2
$5.89M Buy
47,572
+21,058
+79% +$2.61M 0.54% 27
2024
Q1
$3.5M Buy
26,514
+1,507
+6% +$199K 0.33% 60
2023
Q4
$2.73M Sell
25,007
-2,175
-8% -$237K 0.27% 82
2023
Q3
$2.8M Buy
+27,182
New +$2.8M 0.31% 71