Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Buy
20,023
+14,607
+270% +$1.04M 0.06% 259
2025
Q1
$344K Sell
5,416
-528
-9% -$33.5K 0.03% 403
2024
Q4
$450K Sell
5,944
-13,311
-69% -$1.01M 0.09% 181
2024
Q3
$1.7M Sell
19,255
-17,383
-47% -$1.54M 0.16% 127
2024
Q2
$2.76M Buy
36,638
+5,781
+19% +$436K 0.06% 294
2024
Q1
$2.9M Buy
30,857
+25,560
+483% +$2.4M 0.07% 273
2023
Q4
$575K Buy
+5,297
New +$575K 0.22% 79