Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$744K Buy
11,529
+1,531
+15% +$98.8K 0.07% 423
2025
Q1
$668K Sell
9,998
-13,140
-57% -$878K 0.07% 423
2024
Q4
$1.54M Buy
23,138
+12,968
+128% +$862K 0.2% 117
2024
Q3
$623K Buy
10,170
+7,489
+279% +$459K 0.06% 566
2024
Q2
$159K Buy
2,681
+946
+55% +$56.1K 0.02% 820
2024
Q1
$107K Buy
1,735
+374
+27% +$23.2K 0.02% 804
2023
Q4
$66.2K Buy
+1,361
New +$66.2K 0.01% 841