Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.64M Buy
13,081
+6,224
+91% +$2.21M 1.87% 11
2025
Q1
$2.4M Buy
6,857
+35
+0.5% +$12.3K 1.07% 35
2024
Q4
$2.16M Buy
6,822
+338
+5% +$107K 0.97% 41
2024
Q3
$1.78M Buy
6,484
+680
+12% +$187K 0.79% 51
2024
Q2
$1.52M Buy
5,804
+607
+12% +$159K 0.78% 52
2024
Q1
$1.45M Sell
5,197
-5,079
-49% -$1.42M 0.79% 55
2023
Q4
$1.34M Buy
10,276
+4,959
+93% +$648K 0.77% 56
2023
Q3
$1.22M Buy
5,317
+474
+10% +$109K 0.75% 55
2023
Q2
$1.15M Buy
+4,843
New +$1.15M 0.72% 57