Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$949K Buy
6,679
+2,255
+51% +$320K 0.86% 48
2025
Q1
$469K Sell
4,424
-6,836
-61% -$724K 0.46% 59
2024
Q4
$1.38M Buy
11,260
+330
+3% +$40.5K 0.91% 41
2024
Q3
$1.37M Buy
10,930
+10,901
+37,590% +$1.36M 0.86% 43
2024
Q2
$2.64K Sell
29
-11,352
-100% -$1.03M ﹤0.01% 615
2024
Q1
$874K Buy
11,381
+1,286
+13% +$98.8K 0.65% 46
2023
Q4
$711K Buy
+10,095
New +$711K 0.58% 49