Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55M Buy
6,845
+1,351
+25% +$306K 0.05% 81
2025
Q1
$912K Buy
5,494
+941
+21% +$156K 0.03% 96
2024
Q4
$899K Buy
4,553
+171
+4% +$33.8K 0.03% 93
2024
Q3
$761K Buy
4,382
+65
+2% +$11.3K 0.03% 106
2024
Q2
$750K Buy
4,317
+58
+1% +$10.1K 0.03% 102
2024
Q1
$579K Sell
4,259
-848
-17% -$115K 0.03% 112
2023
Q4
$444K Hold
5,107
0.03% 112
2023
Q3
$444K Buy
5,107
+565
+12% +$49.1K 0.03% 112
2023
Q2
$458K Buy
4,542
+1,140
+34% +$115K 0.03% 108
2023
Q1
$316K Buy
+3,402
New +$316K 0.02% 129