Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1M Buy
13,495
+2,638
+24% +$196K 0.06% 272
2025
Q1
$708K Sell
10,857
-787
-7% -$51.4K 0.05% 316
2024
Q4
$994K Buy
11,644
+1,992
+21% +$170K 0.08% 208
2024
Q3
$753K Buy
9,652
+2,616
+37% +$204K 0.07% 243
2024
Q2
$408K Buy
7,036
+1,416
+25% +$82.2K 0.06% 306
2024
Q1
$376K Buy
5,620
+1,158
+26% +$77.6K 0.08% 248
2023
Q4
$274K Buy
+4,462
New +$274K 0.07% 245