Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
14,562
+3,760
+35% +$265K 0.47% 32
2025
Q1
$792K Buy
10,802
+5,981
+124% +$438K 0.48% 31
2024
Q4
$302K Buy
4,821
+37
+0.8% +$2.32K 0.19% 91
2024
Q3
$315K Sell
4,784
-105
-2% -$6.92K 0.21% 83
2024
Q2
$353K Buy
4,889
+363
+8% +$26.2K 0.25% 71
2024
Q1
$303K Buy
4,526
+182
+4% +$12.2K 0.23% 77
2023
Q4
$286K Buy
+4,344
New +$286K 0.24% 73