Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.88M Buy
128,567
+15,316
+14% +$343K 1% 46
2025
Q1
$2.57M Buy
113,251
+73,884
+188% +$1.68M 1.09% 37
2024
Q4
$789K Sell
39,367
-8,718
-18% -$175K 0.33% 73
2024
Q3
$1.13M Buy
48,085
+2,221
+5% +$52.1K 0.56% 58
2024
Q2
$1.42M Buy
45,864
+723
+2% +$22.4K 0.67% 57
2024
Q1
$1.99M Sell
45,141
-11,021
-20% -$487K 0.97% 46
2023
Q4
$2.82M Buy
+56,162
New +$2.82M 1.78% 9