Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.64M Buy
5,551
+617
+13% +$182K 0.06% 200
2025
Q1
$1.23M Buy
4,934
+3,236
+191% +$805K 0.1% 148
2024
Q4
$373K Sell
1,698
-32
-2% -$7.04K 0.08% 143
2024
Q3
$382K Buy
1,730
+33
+2% +$7.3K 0.09% 133
2024
Q2
$293K Buy
1,697
+187
+12% +$32.3K 0.07% 154
2024
Q1
$288K Buy
1,510
+97
+7% +$18.5K 0.08% 128
2023
Q4
$231K Sell
1,413
-49
-3% -$8.01K 0.03% 205
2023
Q3
$205K Buy
+1,462
New +$205K 0.03% 209
2020
Q2
Sell
-268
Closed -$28K 182
2020
Q1
$28K Buy
+268
New +$28K 0.02% 139