Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.69M Buy
25,391
+6,855
+37% +$995K 0.5% 38
2025
Q1
$2.34M Buy
18,536
+11,747
+173% +$1.49M 0.35% 53
2024
Q4
$706K Sell
6,789
-48
-0.7% -$4.99K 0.1% 109
2024
Q3
$583K Sell
6,837
-52
-0.8% -$4.44K 0.08% 110
2024
Q2
$560K Buy
6,889
+3,082
+81% +$251K 0.08% 104
2024
Q1
$240K Hold
3,807
0.04% 140
2023
Q4
$213K Buy
+3,807
New +$213K 0.03% 149