Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Buy
9,761
+1,450
+17% +$229K 0.39% 30
2025
Q1
$901K Sell
8,311
-470
-5% -$50.9K 0.25% 38
2024
Q4
$1.18M Sell
8,781
-500
-5% -$67.1K 0.34% 28
2024
Q3
$1.13M Buy
9,281
+3,528
+61% +$428K 0.32% 31
2024
Q2
$711K Buy
5,753
+1,373
+31% +$170K 0.22% 39
2024
Q1
$396K Hold
4,380
0.13% 54
2023
Q4
$217K Buy
+4,380
New +$217K 0.07% 66