Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$970K Buy
6,140
+563
+10% +$88.9K 0.58% 21
2025
Q1
$604K Buy
5,577
+37
+0.7% +$4.01K 0.41% 30
2024
Q4
$744K Sell
5,540
-1,015
-15% -$136K 0.45% 25
2024
Q3
$892K Buy
6,555
+25
+0.4% +$3.4K 0.55% 23
2024
Q2
$807K Hold
6,530
0.55% 23
2024
Q1
$590K Hold
6,530
0.41% 30
2023
Q4
$323K Buy
+6,530
New +$323K 0.23% 39
2023
Q2
$276K Buy
+6,530
New +$276K 0.22% 44