Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.14M Buy
390,589
+107,216
+38% +$1.69M ﹤0.01% 1607
2025
Q1
$5.41M Sell
283,373
-2,131
-0.7% -$40.7K ﹤0.01% 1527
2024
Q4
$6.81M Buy
285,504
+37,916
+15% +$904K ﹤0.01% 1451
2024
Q3
$6.93M Buy
247,588
+4,415
+2% +$124K ﹤0.01% 1405
2024
Q2
$6.36M Buy
243,173
+137,547
+130% +$3.6M ﹤0.01% 1358
2024
Q1
$2.31M Sell
105,626
-13,300
-11% -$291K ﹤0.01% 1619
2023
Q4
$2.77M Sell
118,926
-7,814
-6% -$182K ﹤0.01% 1526
2023
Q3
$2.5M Sell
126,740
-96,922
-43% -$1.91M ﹤0.01% 1511
2023
Q2
$4.39M Hold
223,662
﹤0.01% 1294
2023
Q1
$4.39M Buy
223,662
+19,890
+10% +$391K ﹤0.01% 1294
2022
Q4
$3.5M Buy
+203,772
New +$3.5M ﹤0.01% 1296