Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.93M Buy
3,938
+1,887
+92% +$926K 0.01% 649
2025
Q1
$878K Sell
2,051
-194
-9% -$83K 0.01% 788
2024
Q4
$954K Buy
2,245
+11
+0.5% +$4.67K 0.01% 676
2024
Q3
$1.05M Buy
2,234
+310
+16% +$146K 0.01% 527
2024
Q2
$786K Buy
1,924
+214
+13% +$87.4K 0.01% 536
2024
Q1
$746K Buy
1,710
+48
+3% +$20.9K 0.01% 523
2023
Q4
$563K Sell
1,662
-428
-20% -$145K 0.01% 547
2023
Q3
$618K Buy
2,090
+1,006
+93% +$297K 0.01% 505
2023
Q2
$353K Buy
+1,084
New +$353K 0.01% 626