Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.87M Buy
6,710
+386
+6% +$108K 0.2% 106
2025
Q1
$1.97M Buy
6,324
+776
+14% +$242K 0.23% 87
2024
Q4
$1.45M Buy
5,548
+275
+5% +$71.7K 0.16% 130
2024
Q3
$1.7M Buy
5,273
+2,152
+69% +$693K 0.2% 107
2024
Q2
$975K Sell
3,121
-9,324
-75% -$2.91M 0.2% 117
2024
Q1
$3.54M Buy
12,445
+5,217
+72% +$1.48M 0.72% 33
2023
Q4
$2.08M Buy
7,228
+2,271
+46% +$654K 0.36% 29
2023
Q3
$1.33M Buy
+4,957
New +$1.33M 0.44% 44