Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
11,566
+4,512
+64% +$394K 0.45% 59
2025
Q1
$482K Buy
7,054
+1,535
+28% +$105K 0.24% 78
2024
Q4
$429K Sell
5,519
-1,158
-17% -$90K 0.22% 78
2024
Q3
$448K Buy
6,677
+753
+13% +$50.5K 0.23% 76
2024
Q2
$672K Buy
5,924
+527
+10% +$59.8K 0.39% 69
2024
Q1
$749K Buy
+5,397
New +$749K 0.45% 66