Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$989K Buy
12,494
+632
+5% +$50K 0.36% 61
2025
Q1
$1.06M Buy
11,862
+404
+4% +$36.3K 0.41% 55
2024
Q4
$1.14M Buy
11,458
+1,455
+15% +$145K 0.44% 47
2024
Q3
$1.14M Sell
10,003
-533
-5% -$60.5K 0.49% 38
2024
Q2
$1.3M Buy
10,536
+499
+5% +$61.8K 0.61% 31
2024
Q1
$1.32M Buy
10,037
+905
+10% +$119K 0.65% 31
2023
Q4
$1M Buy
+9,132
New +$1M 0.61% 36