Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$565K Buy
3,280
+435
+15% +$75K 0.06% 313
2025
Q1
$441K Sell
2,845
-7,000
-71% -$1.08M 0.05% 335
2024
Q4
$1.81M Buy
9,845
+101
+1% +$18.6K 0.2% 97
2024
Q3
$1.76M Buy
9,744
+3,729
+62% +$674K 0.21% 104
2024
Q2
$1.09M Buy
6,015
+1,424
+31% +$259K 0.22% 103
2024
Q1
$867K Buy
4,591
+1,339
+41% +$253K 0.18% 134
2023
Q4
$569K Buy
3,252
+1,269
+64% +$222K 0.1% 130
2023
Q3
$281K Buy
+1,983
New +$281K 0.09% 193