Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.3M Buy
51,061
+14,736
+41% +$7.02M 0.27% 87
2025
Q1
$13.3M Buy
36,325
+20,921
+136% +$7.68M 0.19% 101
2024
Q4
$6.22M Buy
15,404
+3,565
+30% +$1.44M 0.11% 180
2024
Q3
$5.97M Sell
11,839
-815
-6% -$411K 0.15% 132
2024
Q2
$5.44M Buy
12,654
+3,080
+32% +$1.32M 0.15% 126
2024
Q1
$3.63M Buy
9,574
+8,328
+668% +$3.15M 0.08% 261
2023
Q4
$404K Sell
1,246
-227
-15% -$73.5K 0.01% 875
2023
Q3
$462K Buy
+1,473
New +$462K 0.01% 729