Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.45M Hold
66,416
0.19% 122
2025
Q1
$1.3M Buy
66,416
+2,454
+4% +$48.1K 0.19% 128
2024
Q4
$1M Sell
63,962
-8,218
-11% -$129K 0.14% 177
2024
Q3
$1.31M Sell
72,180
-6,832
-9% -$124K 0.18% 134
2024
Q2
$1.35M Buy
79,012
+8,141
+11% +$140K 0.2% 114
2024
Q1
$1.17M Buy
70,871
+15,831
+29% +$261K 0.17% 150
2023
Q4
$827K Hold
55,040
0.14% 201
2023
Q3
$725K Buy
55,040
+19,166
+53% +$253K 0.14% 213
2023
Q2
$483K Buy
35,874
+14,167
+65% +$191K 0.09% 286
2023
Q1
$258K Buy
+21,707
New +$258K 0.05% 365