Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
11,778
+539
+5% +$50.3K 0.06% 279
2025
Q1
$819K Buy
11,239
+1,204
+12% +$87.7K 0.05% 311
2024
Q4
$605K Buy
10,035
+875
+10% +$52.8K 0.04% 367
2024
Q3
$688K Buy
9,160
+4,640
+103% +$349K 0.04% 350
2024
Q2
$329K Sell
4,520
-1,946
-30% -$141K 0.02% 460
2024
Q1
$498K Buy
6,466
+3,217
+99% +$248K 0.03% 422
2023
Q4
$200K Buy
+3,249
New +$200K 0.01% 511