Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
11,206
+1,997
+22% +$186K 0.11% 102
2025
Q1
$671K Buy
9,209
+3,308
+56% +$241K 0.08% 141
2024
Q4
$356K Sell
5,901
-322
-5% -$19.4K 0.04% 222
2024
Q3
$468K Buy
6,223
+2,615
+72% +$197K 0.06% 195
2024
Q2
$262K Buy
3,608
+559
+18% +$40.6K 0.04% 246
2024
Q1
$235K Buy
+3,049
New +$235K 0.04% 262