Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.71M Buy
83,803
+18,950
+29% +$839K 0.04% 415
2025
Q1
$2.15M Buy
64,853
+948
+1% +$31.4K 0.02% 492
2024
Q4
$2.33M Sell
63,905
-3,892
-6% -$142K 0.02% 495
2024
Q3
$1.92M Hold
67,797
0.02% 534
2024
Q2
$1.75M Buy
67,797
+4,958
+8% +$128K 0.02% 545
2024
Q1
$1.57M Buy
62,839
+11,656
+23% +$290K 0.02% 560
2023
Q4
$935K Hold
51,183
0.01% 551
2023
Q3
$959K Sell
51,183
-828
-2% -$15.5K 0.01% 593
2023
Q2
$1.17M Buy
52,011
+7,863
+18% +$177K 0.02% 580
2023
Q1
$784K Sell
44,148
-10,424
-19% -$185K 0.01% 592
2022
Q4
$984K Buy
+54,572
New +$984K 0.02% 582