Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$908K Buy
2,546
+4
+0.2% +$1.43K 0.1% 72
2025
Q1
$1.01M Sell
2,542
-208
-8% -$83K 0.14% 62
2024
Q4
$988K Buy
2,750
+97
+4% +$34.8K 0.11% 63
2024
Q3
$918K Buy
2,653
+268
+11% +$92.7K 0.11% 65
2024
Q2
$700K Buy
2,385
+1,674
+235% +$491K 0.09% 66
2024
Q1
$237K Sell
711
-6,539
-90% -$2.18M 0.04% 337
2023
Q4
$2.11M Buy
7,250
+1,623
+29% +$472K 0.34% 42
2023
Q3
$1.82M Buy
5,627
+3,448
+158% +$1.12M 0.33% 45
2023
Q2
$752K Buy
+2,179
New +$752K 0.13% 68