Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$749K Buy
3,580
+872
+32% +$183K 0.11% 80
2025
Q1
$491K Buy
2,708
+567
+26% +$103K 0.09% 113
2024
Q4
$406K Sell
2,141
-790
-27% -$150K 0.07% 133
2024
Q3
$533K Buy
2,931
+97
+3% +$17.6K 0.1% 96
2024
Q2
$448K Sell
2,834
-909
-24% -$144K 0.09% 123
2024
Q1
$545K Sell
3,743
-2,258
-38% -$329K 0.12% 95
2023
Q4
$762K Buy
6,001
+1,008
+20% +$128K 0.2% 53
2023
Q3
$531K Buy
+4,993
New +$531K 0.15% 65