Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.47M Buy
27,028
+3,070
+13% +$394K 0.02% 339
2025
Q1
$1.73M Buy
23,958
+3,006
+14% +$217K 0.01% 422
2024
Q4
$2.38M Buy
20,952
+3,201
+18% +$364K 0.01% 383
2024
Q3
$1.77M Sell
17,751
-4,570
-20% -$455K 0.01% 409
2024
Q2
$1.93M Buy
22,321
+3,619
+19% +$313K 0.01% 379
2024
Q1
$1.53M Buy
+18,702
New +$1.53M 0.01% 417
2023
Q4
Sell
-5,875
Closed -$219K 838
2023
Q3
$219K Buy
+5,875
New +$219K ﹤0.01% 698