Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.78M Buy
13,838
+5,270
+62% +$677K 0.02% 400
2025
Q1
$619K Sell
8,568
-824
-9% -$59.5K 0.01% 740
2024
Q4
$1.09M Buy
9,392
+1,392
+17% +$161K 0.02% 544
2024
Q3
$781K Buy
8,000
+711
+10% +$69.4K 0.01% 676
2024
Q2
$631K Buy
+7,289
New +$631K 0.01% 707