Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Buy
32,816
+7,113
+28% +$341K 0.06% 144
2025
Q1
$1.28M Buy
25,703
+20,671
+411% +$1.03M 0.05% 156
2024
Q4
$291K Sell
5,032
-6,758
-57% -$391K 0.01% 329
2024
Q3
$768K Sell
11,790
-21,754
-65% -$1.42M 0.03% 219
2024
Q2
$2.15M Buy
33,544
+5,494
+20% +$352K 0.08% 117
2024
Q1
$1.79M Buy
+28,050
New +$1.79M 0.06% 160