Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
9,098
+277
+3% +$34K 0.58% 49
2025
Q1
$804K Buy
8,821
+3,820
+76% +$348K 0.45% 53
2024
Q4
$576K Sell
5,001
-4,373
-47% -$504K 0.31% 62
2024
Q3
$1.11M Buy
9,374
+144
+2% +$17.1K 0.56% 52
2024
Q2
$1.27M Buy
+9,230
New +$1.27M 0.68% 45