Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$884K Buy
51,075
+6,125
+14% +$106K 0.09% 341
2025
Q1
$724K Buy
44,950
+14,419
+47% +$232K 0.08% 393
2024
Q4
$469K Sell
30,531
-65,718
-68% -$1.01M 0.06% 515
2024
Q3
$1.68M Sell
96,249
-63,416
-40% -$1.11M 0.15% 193
2024
Q2
$2.43M Buy
159,665
+145,194
+1,003% +$2.21M 0.33% 45
2024
Q1
$232K Buy
14,471
+3,520
+32% +$56.5K 0.04% 608
2023
Q4
$186K Buy
+10,951
New +$186K 0.04% 640