Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$899K Buy
9,639
+2,431
+34% +$227K 0.41% 44
2025
Q1
$525K Buy
7,208
+191
+3% +$13.9K 0.28% 90
2024
Q4
$423K Sell
7,017
-538
-7% -$32.5K 0.21% 131
2024
Q3
$568K Buy
7,555
+341
+5% +$25.6K 0.29% 92
2024
Q2
$524K Buy
7,214
+557
+8% +$40.5K 0.26% 114
2024
Q1
$513K Sell
6,657
-2,756
-29% -$212K 0.31% 103
2023
Q4
$580K Buy
+9,413
New +$580K 0.27% 131