Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.17M Sell
24,701
-6,184
-20% -$1.29M 0.03% 290
2025
Q1
$5.6M Buy
30,885
+13,871
+82% +$2.52M 0.04% 257
2024
Q4
$3.23M Buy
17,014
+803
+5% +$152K 0.03% 309
2024
Q3
$2.95M Buy
16,211
+7,143
+79% +$1.3M 0.02% 321
2024
Q2
$1.43M Buy
9,068
+1,657
+22% +$262K 0.01% 479
2024
Q1
$1.08M Buy
7,411
+3,666
+98% +$534K 0.01% 520
2023
Q4
$475K Buy
+3,745
New +$475K 0.01% 574