Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Buy
2,786
+1,393
+100% +$654K 0.14% 149
2025
Q1
$648K Buy
1,393
+183
+15% +$85.2K 0.07% 251
2024
Q4
$506K Sell
1,210
-106
-8% -$44.4K 0.06% 321
2024
Q3
$627K Buy
1,316
+579
+79% +$276K 0.07% 285
2024
Q2
$323K Buy
737
+58
+9% +$25.4K 0.07% 294
2024
Q1
$315K Buy
+679
New +$315K 0.06% 316