Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
72,185
+18,697
+35% +$262K 0.06% 223
2025
Q1
$773K Buy
53,488
+31,083
+139% +$449K 0.05% 237
2024
Q4
$303K Buy
22,405
+2,059
+10% +$27.8K 0.02% 333
2024
Q3
$331K Sell
20,346
-3,086
-13% -$50.2K 0.02% 319
2024
Q2
$287K Hold
23,432
0.02% 329
2024
Q1
$280K Buy
+23,432
New +$280K 0.02% 341