Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.84M Buy
5,857
+258
+5% +$345K 0.52% 37
2025
Q1
$5.22M Buy
5,599
+1,108
+25% +$1.03M 0.43% 47
2024
Q4
$4M Sell
4,491
-382
-8% -$340K 0.36% 55
2024
Q3
$3.46M Buy
4,873
+51
+1% +$36.2K 0.31% 58
2024
Q2
$3.25M Buy
4,822
+77
+2% +$52K 0.3% 56
2024
Q1
$2.88M Sell
4,745
-5,900
-55% -$3.58M 0.27% 65
2023
Q4
$5.18M Buy
10,645
+6,582
+162% +$3.2M 0.22% 69
2023
Q3
$1.53M Buy
+4,063
New +$1.53M 0.19% 73