Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1M Buy
95,518
+5,604
+6% +$59K 0.61% 73
2025
Q1
$1.12M Buy
89,914
+3,193
+4% +$39.7K 0.75% 66
2024
Q4
$1.12M Buy
86,721
+14,551
+20% +$187K 0.73% 68
2024
Q3
$1.45M Buy
72,170
+14,960
+26% +$300K 0.91% 59
2024
Q2
$1.01M Sell
57,210
-1,359
-2% -$23.9K 0.65% 70
2024
Q1
$1.05M Buy
+58,569
New +$1.05M 0.69% 65