Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
6,480
+4,390
+210% +$710K 0.2% 79
2025
Q1
$223K Sell
2,090
-152
-7% -$16.2K 0.05% 150
2024
Q4
$277K Sell
2,242
-508
-18% -$62.7K 0.06% 133
2024
Q3
$393K Buy
2,750
+730
+36% +$104K 0.09% 116
2024
Q2
$331K Buy
+2,020
New +$331K 0.07% 119