Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.85M Buy
3,937
+1,284
+48% +$602K 0.08% 226
2025
Q1
$1.24M Buy
2,653
+1,489
+128% +$693K 0.1% 215
2024
Q4
$487K Buy
1,164
+1
+0.1% +$419 0.1% 173
2024
Q3
$554K Sell
1,163
-16,370
-93% -$7.8M 0.05% 272
2024
Q2
$7.69M Sell
17,533
-81
-0.5% -$35.5K 0.17% 117
2024
Q1
$8.18M Buy
17,614
+16,067
+1,039% +$7.46M 0.19% 104
2023
Q4
$635K Buy
+1,547
New +$635K 0.25% 66