Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.07M Buy
40,420
+3,682
+10% +$735K 0.56% 60
2025
Q1
$4.99M Sell
36,738
-2,177
-6% -$296K 0.4% 92
2024
Q4
$6.48M Buy
38,915
+35,536
+1,052% +$5.92M 0.44% 82
2024
Q3
$574K Buy
+3,379
New +$574K 0.04% 157
2024
Q2
Sell
-258
Closed -$32.4K 180
2024
Q1
$32.4K Buy
+258
New +$32.4K ﹤0.01% 158