Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Buy
6,269
+4,085
+187% +$853K 0.04% 267
2025
Q1
$474K Buy
2,184
+241
+12% +$52.3K 0.02% 400
2024
Q4
$401K Buy
1,943
+463
+31% +$95.5K 0.01% 446
2024
Q3
$261K Sell
1,480
-42
-3% -$7.4K 0.01% 461
2024
Q2
$248K Buy
1,522
+83
+6% +$13.5K 0.01% 517
2024
Q1
$214K Buy
+1,439
New +$214K 0.01% 558