Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$874K Buy
9,366
+739
+9% +$68.9K 0.14% 129
2025
Q1
$629K Buy
8,627
+801
+10% +$58.4K 0.13% 126
2024
Q4
$472K Sell
7,826
-162
-2% -$9.77K 0.1% 138
2024
Q3
$600K Buy
7,988
+269
+3% +$20.2K 0.16% 103
2024
Q2
$561K Buy
7,719
+956
+14% +$69.5K 0.17% 101
2024
Q1
$521K Buy
6,763
+409
+6% +$31.5K 0.17% 98
2023
Q4
$391K Buy
6,354
+6,344
+63,440% +$391K 0.16% 107
2023
Q3
$253K Sell
10
-4,934
-100% -$125M 0.12% 138
2023
Q2
$213K Buy
+4,944
New +$213K 0.1% 142