Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.39M Buy
259,487
+222,126
+595% +$2.05M 0.06% 518
2025
Q1
$449K Buy
+37,361
New +$449K 0.03% 740
2024
Q4
Sell
-40,908
Closed -$663K 1305
2024
Q3
$663K Buy
40,908
+95
+0.2% +$1.54K 0.04% 637
2024
Q2
$443K Buy
40,813
+22,554
+124% +$245K 0.02% 871
2024
Q1
$256K Buy
18,259
+3,848
+27% +$53.9K 0.02% 1042
2023
Q4
$152K Buy
+14,411
New +$152K 0.01% 1048