Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Buy
5,138
+3,886
+310% +$1.08M 0.06% 258
2025
Q1
$390K Buy
+1,252
New +$390K 0.03% 380
2024
Q4
Sell
-1,587
Closed -$511K 328
2024
Q3
$511K Sell
1,587
-21,097
-93% -$6.8M 0.05% 288
2024
Q2
$7.09M Buy
22,684
+457
+2% +$143K 0.16% 130
2024
Q1
$6.32M Buy
+22,227
New +$6.32M 0.15% 138