Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.85M Buy
5,980
+33
+0.6% +$10.2K 0.03% 385
2025
Q1
$1.56M Sell
5,947
-140
-2% -$36.7K 0.02% 410
2024
Q4
$1.81M Sell
6,087
-300
-5% -$89.1K 0.03% 380
2024
Q3
$1.71M Buy
6,387
+399
+7% +$107K 0.03% 400
2024
Q2
$1.47M Buy
5,988
+4,424
+283% +$1.09M 0.02% 391
2024
Q1
$407K Buy
1,564
+711
+83% +$185K 0.01% 466
2023
Q4
$208K Buy
+853
New +$208K 0.01% 578