Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.01M Buy
6,071
+677
+13% +$224K 0.13% 142
2025
Q1
$1.77M Buy
5,394
+2,381
+79% +$783K 0.13% 137
2024
Q4
$832K Sell
3,013
-598
-17% -$165K 0.07% 246
2024
Q3
$1.25M Buy
3,611
+1,124
+45% +$389K 0.12% 156
2024
Q2
$822K Buy
2,487
+531
+27% +$176K 0.11% 162
2024
Q1
$710K Buy
1,956
+310
+19% +$113K 0.14% 129
2023
Q4
$495K Buy
+1,646
New +$495K 0.13% 128