Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Buy
7,828
+255
+3% +$56.8K 0.19% 113
2025
Q1
$1.56M Buy
7,573
+2,904
+62% +$597K 0.18% 107
2024
Q4
$853K Sell
4,669
-659
-12% -$120K 0.1% 222
2024
Q3
$1.1M Buy
5,328
+1,940
+57% +$399K 0.13% 175
2024
Q2
$593K Buy
3,388
+92
+3% +$16.1K 0.12% 187
2024
Q1
$566K Buy
3,296
+1,804
+121% +$310K 0.12% 204
2023
Q4
$225K Buy
+1,492
New +$225K 0.04% 242