Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.55M Sell
34,218
-1,920
-5% -$143K 0.1% 192
2025
Q1
$2.45M Buy
36,138
+22,688
+169% +$1.54M 0.11% 202
2024
Q4
$833K Buy
13,450
+1,024
+8% +$63.4K 0.06% 301
2024
Q3
$809K Buy
12,426
+1,779
+17% +$116K 0.06% 313
2024
Q2
$572K Buy
10,647
+3,992
+60% +$214K 0.05% 339
2024
Q1
$351K Buy
+6,655
New +$351K 0.03% 411