Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$845K Buy
15,544
+914
+6% +$49.7K 0.08% 232
2025
Q1
$850K Buy
14,630
+1,189
+9% +$69.1K 0.1% 196
2024
Q4
$928K Sell
13,441
-7,586
-36% -$524K 0.11% 182
2024
Q3
$1.4M Hold
21,027
0.15% 170
2024
Q2
$1.56M Buy
21,027
+3,398
+19% +$252K 0.18% 148
2024
Q1
$1.76M Sell
17,629
-310
-2% -$30.9K 0.2% 136
2023
Q4
$1.49M Buy
+17,939
New +$1.49M 0.18% 147