Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
9,016
+2,306
+34% +$305K 0.04% 464
2025
Q1
$802K Buy
6,710
+316
+5% +$37.7K 0.03% 492
2024
Q4
$840K Buy
6,394
+2,844
+80% +$374K 0.03% 476
2024
Q3
$450K Buy
3,550
+1,014
+40% +$129K 0.02% 615
2024
Q2
$385K Buy
2,536
+239
+10% +$36.2K 0.02% 658
2024
Q1
$379K Sell
2,297
-31
-1% -$5.11K 0.02% 639
2023
Q4
$317K Buy
2,328
+644
+38% +$87.7K 0.02% 682
2023
Q3
$231K Buy
+1,684
New +$231K 0.02% 715
2023
Q2
Sell
-2,045
Closed -$254K 791
2023
Q1
$254K Buy
+2,045
New +$254K 0.02% 723