Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.39M Buy
3,908
+375
+11% +$133K 0.85% 42
2025
Q1
$1.24M Sell
3,533
-335
-9% -$117K 0.82% 36
2024
Q4
$1.22M Buy
3,868
+899
+30% +$284K 0.86% 35
2024
Q3
$816K Buy
2,969
+528
+22% +$145K 0.55% 60
2024
Q2
$641K Buy
2,441
+246
+11% +$64.6K 0.48% 67
2024
Q1
$613K Buy
2,195
+407
+23% +$114K 0.48% 63
2023
Q4
$465K Buy
+1,788
New +$465K 0.42% 69