Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.63M Sell
17,385
-6,028
-26% -$1.26M 0.02% 379
2025
Q1
$5.08M Buy
23,413
+14,338
+158% +$3.11M 0.04% 275
2024
Q4
$1.87M Buy
9,075
+2,910
+47% +$600K 0.01% 460
2024
Q3
$1.09M Sell
6,165
-426
-6% -$75K 0.01% 609
2024
Q2
$1.07M Buy
6,591
+4,313
+189% +$703K 0.01% 561
2024
Q1
$339K Buy
2,278
+403
+21% +$60K ﹤0.01% 858
2023
Q4
$241K Buy
+1,875
New +$241K ﹤0.01% 762