Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.31M Buy
957,624
+213,881
+29% +$1.41M 0.36% 66
2025
Q1
$3.23M Buy
743,743
+526,629
+243% +$2.29M 0.23% 145
2024
Q4
$1.77M Buy
+217,114
New +$1.77M 0.16% 234
2024
Q3
Sell
-353,202
Closed -$3.71M 723
2024
Q2
$3.71M Buy
353,202
+130,134
+58% +$1.37M 0.35% 69
2024
Q1
$2.53M Sell
223,068
-36,817
-14% -$418K 0.24% 145
2023
Q4
$3.83M Buy
259,885
+33,922
+15% +$500K 0.42% 49
2023
Q3
$3.37M Buy
225,963
+88,328
+64% +$1.32M 0.43% 56
2023
Q2
$2.31M Buy
+137,635
New +$2.31M 0.32% 97
2022
Q4
Sell
-31,023
Closed -$667K 652
2022
Q3
$667K Buy
+31,023
New +$667K 0.1% 346
2022
Q1
Sell
-100,867
Closed -$3.42M 945
2021
Q4
$3.42M Buy
100,867
+34,856
+53% +$1.18M 0.26% 129
2021
Q3
$3.3M Buy
+66,011
New +$3.3M 0.24% 187