Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Buy
4,050
+1,141
+39% +$347K 0.02% 511
2025
Q1
$786K Buy
2,909
+142
+5% +$38.4K 0.02% 602
2024
Q4
$681K Buy
2,767
+354
+15% +$87.2K 0.02% 496
2024
Q3
$553K Buy
2,413
+20
+0.8% +$4.58K 0.02% 551
2024
Q2
$477K Buy
2,393
+925
+63% +$184K 0.02% 494
2024
Q1
$288K Buy
1,468
+42
+3% +$8.24K 0.02% 569
2023
Q4
$220K Buy
1,426
+771
+118% +$119K 0.02% 525
2023
Q3
$84.8K Buy
655
+417
+175% +$54K 0.01% 617
2023
Q2
$32.6K Hold
238
0.01% 825
2023
Q1
$30.1K Sell
238
-403
-63% -$51K 0.01% 773
2022
Q4
$66.1K Buy
+641
New +$66.1K 0.03% 429