Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
35,601
+13,550
+61% +$388K 0.1% 290
2025
Q1
$589K Sell
22,051
-13
-0.1% -$347 0.06% 465
2024
Q4
$663K Buy
22,064
+11,753
+114% +$353K 0.09% 366
2024
Q3
$262K Sell
10,311
-6,499
-39% -$165K 0.02% 953
2024
Q2
$378K Buy
16,810
+16,758
+32,227% +$377K 0.05% 558
2024
Q1
$1.26K Sell
52
-6,678
-99% -$162K ﹤0.01% 1271
2023
Q4
$198K Buy
+6,730
New +$198K 0.04% 618