Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$957K Buy
10,255
+2,855
+39% +$266K 0.08% 110
2025
Q1
$539K Buy
7,400
+1,674
+29% +$122K 0.05% 158
2024
Q4
$345K Buy
5,726
+2,726
+91% +$164K 0.03% 186
2024
Q3
$214K Sell
3,000
-1,408
-32% -$101K 0.02% 260
2024
Q2
$320K Buy
4,408
+3,283
+292% +$239K 0.04% 171
2024
Q1
$86.6K Buy
+1,125
New +$86.6K 0.02% 218