Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$629K Buy
2,337
+743
+47% +$200K 0.05% 402
2025
Q1
$404K Buy
1,594
+1,593
+159,300% +$404K 0.03% 523
2024
Q4
$380 Sell
1
-1,777
-100% -$675K 0.03% 545
2024
Q3
$453K Buy
1,778
+40
+2% +$10.2K 0.04% 497
2024
Q2
$413K Sell
1,738
-280
-14% -$66.5K 0.04% 509
2024
Q1
$465K Sell
2,018
-50
-2% -$11.5K 0.04% 454
2023
Q4
$410K Sell
2,068
-252
-11% -$50K 0.04% 475
2023
Q3
$393K Buy
+2,320
New +$393K 0.04% 458