Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.16M Buy
267,340
+164,462
+160% +$3.18M 0.74% 32
2025
Q1
$1.49M Buy
102,878
+30,904
+43% +$446K 0.28% 100
2024
Q4
$1.19M Sell
71,974
-97,691
-58% -$1.61M 0.33% 103
2024
Q3
$2M Buy
169,665
+29,963
+21% +$353K 0.53% 57
2024
Q2
$1.46M Sell
139,702
-196,738
-58% -$2.05M 0.53% 52
2024
Q1
$2.66M Buy
336,440
+116,419
+53% +$922K 1.15% 16
2023
Q4
$1.81M Buy
220,021
+136,869
+165% +$1.12M 0.64% 52
2023
Q3
$559K Buy
+83,152
New +$559K 0.19% 134