Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Buy
17,332
+5,674
+49% +$422K 0.01% 672
2025
Q1
$790K Buy
11,658
+2,356
+25% +$160K 0.01% 748
2024
Q4
$576K Buy
9,302
+5,855
+170% +$363K 0.01% 679
2024
Q3
$224K Sell
3,447
-4,900
-59% -$319K 0.01% 758
2024
Q2
$448K Buy
8,347
+482
+6% +$25.9K 0.01% 606
2024
Q1
$390K Buy
+7,865
New +$390K 0.01% 617