Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
1,258
+544
+76% +$488K 0.42% 69
2025
Q1
$485K Buy
714
+134
+23% +$91.1K 0.21% 90
2024
Q4
$365K Hold
580
0.15% 92
2024
Q3
$452K Buy
580
+64
+12% +$49.8K 0.19% 89
2024
Q2
$425K Sell
516
-38
-7% -$31.3K 0.18% 91
2024
Q1
$387K Buy
554
+8
+1% +$5.59K 0.16% 94
2023
Q4
$317K Buy
+546
New +$317K 0.14% 98