Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.19M Buy
9,650
+3,994
+71% +$905K 0.16% 107
2025
Q1
$939K Sell
5,656
-607
-10% -$101K 0.08% 153
2024
Q4
$1.24M Buy
6,263
+2,988
+91% +$590K 0.1% 137
2024
Q3
$569K Buy
3,275
+229
+8% +$39.8K 0.05% 197
2024
Q2
$505K Buy
3,046
+558
+22% +$92.5K 0.04% 208
2024
Q1
$338K Buy
2,488
+1,073
+76% +$146K 0.03% 260
2023
Q4
$147K Buy
+1,415
New +$147K 0.02% 359
2022
Q4
Sell
-3,154
Closed -$216K 404
2022
Q3
$216K Buy
+3,154
New +$216K 0.03% 286