Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.07M Buy
294,356
+89,040
+43% +$626K ﹤0.01% 2121
2025
Q1
$1.59M Buy
205,316
+23,452
+13% +$182K ﹤0.01% 2093
2024
Q4
$1.5M Buy
181,864
+27,673
+18% +$228K ﹤0.01% 2178
2024
Q3
$1.15M Sell
154,191
-16,495
-10% -$123K ﹤0.01% 2331
2024
Q2
$1.47M Buy
170,686
+75,106
+79% +$648K ﹤0.01% 2159
2024
Q1
$1.05M Sell
95,580
-25,253
-21% -$277K ﹤0.01% 1989
2023
Q4
$1.78M Buy
120,833
+80,705
+201% +$1.19M ﹤0.01% 1748
2023
Q3
$381K Buy
+40,128
New +$381K ﹤0.01% 2377