Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.57M Buy
312,895
+242,318
+343% +$3.54M 0.11% 260
2025
Q1
$735K Buy
+70,577
New +$735K 0.05% 533
2024
Q2
Sell
-25,776
Closed -$466K 1965
2024
Q1
$466K Buy
25,776
+10,092
+64% +$183K 0.04% 744
2023
Q4
$438K Buy
+15,684
New +$438K 0.04% 659
2023
Q2
Sell
-15,009
Closed -$508K 1758
2023
Q1
$508K Buy
+15,009
New +$508K 0.06% 522
2021
Q2
Sell
-4,256
Closed -$205K 933
2021
Q1
$205K Buy
+4,256
New +$205K 0.05% 552