Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$691K Buy
39,680
+23,130
+140% +$403K 0.22% 141
2025
Q1
$265K Buy
16,550
+3,368
+26% +$53.9K 0.11% 331
2024
Q4
$226K Sell
13,182
-6,922
-34% -$119K 0.1% 315
2024
Q3
$337K Buy
+20,104
New +$337K 0.1% 325
2024
Q2
Sell
-17,500
Closed -$277K 589
2024
Q1
$277K Buy
17,500
+5,200
+42% +$82.2K 0.07% 447
2023
Q4
$177K Buy
+12,300
New +$177K 0.05% 549
2023
Q3
Sell
-26,604
Closed -$246K 536
2023
Q2
$246K Buy
26,604
+12,204
+85% +$113K 0.3% 158
2023
Q1
$180K Buy
+14,400
New +$180K 0.07% 414