Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Buy
4,852
+987
+26% +$314K 0.54% 58
2025
Q1
$1M Buy
3,865
+1,620
+72% +$420K 0.42% 65
2024
Q4
$907K Sell
2,245
-1,040
-32% -$420K 0.38% 70
2024
Q3
$859K Sell
3,285
-15
-0.5% -$3.92K 0.43% 65
2024
Q2
$653K Hold
3,300
0.31% 83
2024
Q1
$580K Buy
3,300
+2,300
+230% +$404K 0.28% 88
2023
Q4
$248K Buy
+1,000
New +$248K 0.16% 114