Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.39M Buy
168,767
+71,557
+74% +$1.86M 0.05% 306
2025
Q1
$2.47M Buy
97,210
+4,162
+4% +$106K 0.04% 408
2024
Q4
$1.97M Buy
93,048
+16,683
+22% +$353K 0.03% 419
2024
Q3
$1.47M Buy
76,365
+12,055
+19% +$233K 0.04% 500
2024
Q2
$1.09M Buy
+64,310
New +$1.09M 0.03% 562
2024
Q1
Sell
-84,600
Closed -$1.6M 1403
2023
Q4
$1.6M Sell
84,600
-785
-0.9% -$14.9K 0.04% 430
2023
Q3
$1.41M Buy
+85,385
New +$1.41M 0.04% 411