Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Buy
356,858
+1,217
+0.3% +$4.39K 0.01% 638
2025
Q1
$1.01M Buy
355,641
+40,095
+13% +$114K 0.01% 712
2024
Q4
$770K Buy
315,546
+45,915
+17% +$112K 0.01% 754
2024
Q3
$830K Sell
269,631
-498,660
-65% -$1.54M 0.02% 698
2024
Q2
$2.07M Buy
768,291
+288,269
+60% +$778K 0.06% 356
2024
Q1
$1.25M Sell
480,022
-710,302
-60% -$1.85M 0.03% 513
2023
Q4
$3.76M Buy
1,190,324
+727,740
+157% +$2.3M 0.09% 233
2023
Q3
$1.34M Buy
+462,584
New +$1.34M 0.04% 425