Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.9M Buy
66,682
+13,018
+24% +$565K 0.03% 404
2025
Q1
$2.47M Buy
53,664
+16,754
+45% +$772K 0.04% 406
2024
Q4
$1.39M Buy
36,910
+20,322
+123% +$765K 0.02% 530
2024
Q3
$673K Sell
16,588
-2,905
-15% -$118K 0.02% 789
2024
Q2
$675K Buy
19,493
+3,008
+18% +$104K 0.02% 747
2024
Q1
$619K Sell
16,485
-58,175
-78% -$2.19M 0.01% 735
2023
Q4
$2.68M Buy
74,660
+24,252
+48% +$871K 0.07% 307
2023
Q3
$1.9M Buy
+50,408
New +$1.9M 0.06% 321