Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
3,588
+1,400
+64% +$492K 0.31% 59
2025
Q1
$693K Buy
2,188
+25
+1% +$7.91K 0.17% 75
2024
Q4
$730K Sell
2,163
-12
-0.6% -$4.05K 0.18% 66
2024
Q3
$693K Hold
2,175
0.19% 58
2024
Q2
$699K Buy
2,175
+40
+2% +$12.9K 0.19% 58
2024
Q1
$741K Buy
+2,135
New +$741K 0.2% 56
2023
Q2
Sell
-3,460
Closed -$1.15M 72
2023
Q1
$1.15M Buy
+3,460
New +$1.15M 0.4% 54