Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.25M Buy
3,927
+630
+19% +$200K 0.19% 99
2025
Q1
$855K Buy
3,297
+790
+32% +$205K 0.15% 113
2024
Q4
$1.01M Buy
2,507
+719
+40% +$290K 0.17% 105
2024
Q3
$468K Sell
1,788
-47
-3% -$12.3K 0.08% 171
2024
Q2
$363K Buy
1,835
+43
+2% +$8.51K 0.07% 190
2024
Q1
$315K Buy
+1,792
New +$315K 0.06% 200