Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$618K Buy
2,711
+1,671
+161% +$381K 0.14% 266
2025
Q1
$254K Buy
+1,040
New +$254K 0.08% 420
2024
Q4
Sell
-4,161
Closed -$1.07M 891
2024
Q3
$1.07M Buy
4,161
+489
+13% +$126K 0.26% 113
2024
Q2
$807K Buy
3,672
+2,146
+141% +$471K 0.23% 158
2024
Q1
$387K Buy
+1,526
New +$387K 0.1% 358