Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.56M Buy
10,771
+602
+6% +$199K 0.05% 244
2025
Q1
$3.35M Sell
10,169
-1,001
-9% -$329K 0.05% 241
2024
Q4
$3.08M Sell
11,170
-1,071
-9% -$295K 0.04% 257
2024
Q3
$4.26M Buy
12,241
+1,435
+13% +$499K 0.06% 212
2024
Q2
$3.53M Buy
10,806
+9,183
+566% +$3M 0.06% 213
2024
Q1
$590K Buy
1,623
+573
+55% +$208K 0.02% 400
2023
Q4
$314K Buy
+1,050
New +$314K 0.01% 484