Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.61M Buy
1,793
+179
+11% +$160K 0.39% 58
2025
Q1
$1.1M Buy
1,614
+43
+3% +$29.2K 0.31% 62
2024
Q4
$990K Buy
1,571
+60
+4% +$37.8K 0.29% 65
2024
Q3
$1.17M Buy
1,511
+38
+3% +$29.4K 0.36% 49
2024
Q2
$1.21M Sell
1,473
-80
-5% -$66K 0.44% 43
2024
Q1
$1.08M Sell
1,553
-141
-8% -$98.5K 0.43% 46
2023
Q4
$985K Buy
+1,694
New +$985K 0.43% 45