Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Buy
10,086
+744
+8% +$78K 0.02% 568
2025
Q1
$942K Buy
9,342
+739
+9% +$74.5K 0.02% 529
2024
Q4
$940K Sell
8,603
-665
-7% -$72.7K 0.03% 385
2024
Q3
$1.07M Buy
9,268
+2,815
+44% +$324K 0.04% 333
2024
Q2
$639K Buy
6,453
+505
+8% +$50K 0.03% 399
2024
Q1
$654K Buy
5,948
+1,091
+22% +$120K 0.04% 332
2023
Q4
$521K Buy
4,857
+4,404
+972% +$472K 0.04% 339
2023
Q3
$44.6K Buy
+453
New +$44.6K 0.01% 810