Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
5,335
+2,175
+69% +$493K 0.18% 54
2025
Q1
$524K Buy
3,160
+103
+3% +$17.1K 0.09% 103
2024
Q4
$604K Sell
3,057
-602
-16% -$119K 0.11% 80
2024
Q3
$635K Buy
3,659
+268
+8% +$46.5K 0.12% 89
2024
Q2
$589K Buy
3,391
+245
+8% +$42.6K 0.12% 88
2024
Q1
$428K Buy
3,146
+366
+13% +$49.8K 0.09% 122
2023
Q4
$289K Buy
+2,780
New +$289K 0.08% 132