Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
9,500
+2,954
+45% +$371K 0.28% 105
2025
Q1
$896K Buy
6,546
+741
+13% +$101K 0.27% 130
2024
Q4
$888K Sell
5,805
-889
-13% -$136K 0.2% 191
2024
Q3
$1.3M Buy
6,694
+3,142
+88% +$609K 0.32% 84
2024
Q2
$823K Sell
3,552
-2,644
-43% -$613K 0.23% 153
2024
Q1
$1.34M Buy
6,196
+3,727
+151% +$804K 0.34% 76
2023
Q4
$639K Sell
2,469
-898
-27% -$232K 0.46% 50
2023
Q3
$865K Buy
+3,367
New +$865K 0.49% 34