Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
6,698
+1,304
+24% +$253K 0.08% 215
2025
Q1
$633K Sell
5,394
-412
-7% -$48.4K 0.05% 345
2024
Q4
$800K Buy
5,806
+772
+15% +$106K 0.07% 259
2024
Q3
$597K Buy
5,034
+1,964
+64% +$233K 0.06% 295
2024
Q2
$264K Buy
3,070
+962
+46% +$82.7K 0.04% 421
2024
Q1
$147K Buy
2,108
+312
+17% +$21.7K 0.03% 491
2023
Q4
$73.7K Buy
+1,796
New +$73.7K 0.02% 692