Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$905K Buy
7,378
+1,771
+32% +$217K 0.06% 228
2025
Q1
$511K Buy
5,607
+460
+9% +$41.9K 0.04% 305
2024
Q4
$593K Sell
5,147
-9,172
-64% -$1.06M 0.04% 270
2024
Q3
$1.7M Buy
14,319
+3,114
+28% +$369K 0.12% 135
2024
Q2
$1.55M Buy
+11,205
New +$1.55M 0.11% 146