Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.68M Buy
15,967
+3,742
+31% +$395K 0.02% 411
2025
Q1
$1.36M Sell
12,225
-169
-1% -$18.8K 0.02% 462
2024
Q4
$1.28M Sell
12,394
-3,818
-24% -$393K 0.02% 480
2024
Q3
$1.83M Buy
16,212
+2,131
+15% +$240K 0.03% 376
2024
Q2
$1.25M Buy
14,081
+11,470
+439% +$1.02M 0.02% 440
2024
Q1
$224K Buy
2,611
+150
+6% +$12.9K 0.01% 600
2023
Q4
$203K Buy
+2,461
New +$203K 0.01% 584