Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$608K Buy
8,663
+5,083
+142% +$357K 0.06% 514
2025
Q1
$244K Buy
3,580
+1,520
+74% +$104K 0.03% 892
2024
Q4
$154K Sell
2,060
-35,428
-95% -$2.64M 0.02% 964
2024
Q3
$3.49M Buy
37,488
+18,286
+95% +$1.7M 0.31% 27
2024
Q2
$1.65M Buy
19,202
+1,653
+9% +$142K 0.22% 133
2024
Q1
$1.47M Buy
17,549
+12,753
+266% +$1.07M 0.26% 124
2023
Q4
$402K Buy
+4,796
New +$402K 0.09% 421