Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.25M Buy
5,725
+61
+1% +$13.3K 0.02% 372
2025
Q1
$771K Buy
5,664
+624
+12% +$84.9K 0.01% 436
2024
Q4
$725K Buy
5,040
+391
+8% +$56.3K 0.02% 425
2024
Q3
$557K Buy
4,649
+403
+9% +$48.3K 0.01% 457
2024
Q2
$462K Buy
4,246
+95
+2% +$10.3K 0.01% 443
2024
Q1
$556K Sell
4,151
-57
-1% -$7.64K 0.02% 420
2023
Q4
$536K Buy
+4,208
New +$536K 0.01% 424