Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$728K Buy
3,463
+165
+5% +$34.7K 0.02% 183
2025
Q1
$612K Buy
3,298
+1,515
+85% +$281K 0.03% 193
2024
Q4
$316K Sell
1,783
-582
-25% -$103K ﹤0.01% 236
2024
Q3
$362K Buy
2,365
+300
+15% +$45.9K 0.02% 217
2024
Q2
$376K Sell
2,065
-19,962
-91% -$3.63M 0.02% 205
2024
Q1
$4.25M Buy
+22,027
New +$4.25M 0.2% 77