Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.94M Buy
58,686
+7,781
+15% +$523K 0.02% 358
2025
Q1
$3.97M Buy
50,905
+17,661
+53% +$1.38M 0.03% 331
2024
Q4
$2.72M Sell
33,244
-6,959
-17% -$569K 0.02% 364
2024
Q3
$3.11M Buy
40,203
+15,582
+63% +$1.21M 0.03% 314
2024
Q2
$1.81M Buy
24,621
+18,643
+312% +$1.37M 0.02% 408
2024
Q1
$521K Sell
5,978
-4,498
-43% -$392K 0.01% 718
2023
Q4
$804K Buy
10,476
+6,361
+155% +$488K 0.01% 461
2023
Q3
$291K Buy
4,115
+416
+11% +$29.4K ﹤0.01% 655
2023
Q2
$310K Buy
+3,699
New +$310K ﹤0.01% 640