Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
10,734
+1,116
+12% +$113K 0.27% 29
2025
Q1
$937K Buy
9,618
+3,676
+62% +$358K 0.12% 29
2024
Q4
$605K Sell
5,942
-13,286
-69% -$1.35M 0.09% 25
2024
Q3
$2.15M Sell
19,228
-6,036
-24% -$675K 0.61% 32
2024
Q2
$2.41M Sell
25,264
-29,895
-54% -$2.85M 0.3% 31
2024
Q1
$4.89M Buy
55,159
+765
+1% +$67.8K 1.83% 19
2023
Q4
$4.47K Buy
+54,394
New +$4.47K 0.36% 20