Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.29M Buy
1,734
+312
+22% +$411K 0.06% 148
2025
Q1
$1.32M Sell
1,422
-178
-11% -$166K 0.03% 180
2024
Q4
$1.4M Buy
1,600
+326
+26% +$286K 0.03% 188
2024
Q3
$904K Sell
1,274
-334
-21% -$237K 0.02% 225
2024
Q2
$1.09M Sell
1,608
-38
-2% -$25.6K 0.03% 205
2024
Q1
$1,000K Buy
1,646
+842
+105% +$511K 0.03% 200
2023
Q4
$391K Buy
+804
New +$391K 0.01% 266