Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.27M Buy
3,989
+755
+23% +$240K 0.59% 27
2025
Q1
$838K Buy
3,234
+359
+12% +$93K 0.51% 29
2024
Q4
$1.16M Buy
2,875
+176
+7% +$71.1K 0.74% 24
2024
Q3
$706K Buy
2,699
+141
+6% +$36.9K 0.46% 32
2024
Q2
$506K Buy
2,558
+409
+19% +$80.9K 0.36% 44
2024
Q1
$378K Sell
2,149
-313
-13% -$55K 0.28% 57
2023
Q4
$612K Buy
+2,462
New +$612K 0.52% 30