Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$498K Buy
5,772
+170
+3% +$14.7K 0.05% 595
2025
Q1
$291K Buy
5,602
+1,091
+24% +$56.8K 0.03% 786
2024
Q4
$248K Buy
4,511
+4,258
+1,683% +$234K 0.03% 781
2024
Q3
$16.9K Sell
253
-1,325
-84% -$88.7K ﹤0.01% 1517
2024
Q2
$87.5K Buy
+1,578
New +$87.5K 0.01% 965
2024
Q1
Sell
-3,836
Closed -$174K 1649
2023
Q4
$174K Buy
+3,836
New +$174K 0.04% 654