Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.58M Buy
32,421
+10,473
+48% +$1.8M 0.04% 347
2025
Q1
$4.7M Buy
21,948
+5,134
+31% +$1.1M 0.05% 310
2024
Q4
$3.52M Buy
16,814
+8,221
+96% +$1.72M 0.04% 350
2024
Q3
$1.54M Buy
8,593
+5,367
+166% +$964K 0.03% 427
2024
Q2
$481K Buy
3,226
+1,920
+147% +$286K 0.02% 557
2024
Q1
$209K Sell
1,306
-1,268
-49% -$203K 0.03% 445
2023
Q4
$342K Buy
+2,574
New +$342K 0.08% 193