Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
3,472
+594
+21% +$189K 0.54% 38
2025
Q1
$746K Sell
2,878
-3
-0.1% -$777 0.44% 55
2024
Q4
$1.16M Buy
2,881
+134
+5% +$54.1K 0.73% 33
2024
Q3
$719K Buy
2,747
+198
+8% +$51.8K 0.47% 56
2024
Q2
$504K Sell
2,549
-73
-3% -$14.4K 0.37% 64
2024
Q1
$461K Buy
2,622
+93
+4% +$16.3K 0.37% 65
2023
Q4
$628K Buy
+2,529
New +$628K 0.59% 45