Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
6,938
+1,340
+24% +$195K 0.15% 131
2025
Q1
$980K Buy
+5,598
New +$980K 0.16% 132
2024
Q4
Sell
-1,063
Closed -$305K 198
2024
Q3
$305K Buy
1,063
+51
+5% +$14.7K 0.05% 194
2024
Q2
$317K Buy
1,012
+60
+6% +$18.8K 0.06% 182
2024
Q1
$320K Buy
+952
New +$320K 0.07% 173