Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Buy
4,314
+1,330
+45% +$422K 0.26% 103
2025
Q1
$753K Sell
2,984
-546
-15% -$138K 0.17% 134
2024
Q4
$1.4M Buy
3,530
+739
+26% +$293K 0.3% 79
2024
Q3
$727K Buy
2,791
+67
+2% +$17.5K 0.18% 114
2024
Q2
$688K Buy
+2,724
New +$688K 0.21% 98
2023
Q4
$438K Buy
+1,763
New +$438K 0.18% 114