Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$900K Buy
9,006
+2,890
+47% +$289K 0.04% 320
2025
Q1
$644K Buy
6,116
+3,622
+145% +$381K 0.03% 372
2024
Q4
$197K Buy
2,494
+712
+40% +$56.1K 0.02% 508
2024
Q3
$132K Sell
1,782
-577
-24% -$42.9K 0.01% 534
2024
Q2
$221K Buy
2,359
+126
+6% +$11.8K 0.02% 485
2024
Q1
$234K Buy
2,233
+398
+22% +$41.6K 0.02% 521
2023
Q4
$166K Sell
1,835
-680
-27% -$61.6K 0.01% 542
2023
Q3
$205K Buy
2,515
+1,245
+98% +$101K 0.02% 539
2023
Q2
$88.1K Buy
1,270
+1
+0.1% +$69 0.01% 613
2023
Q1
$109K Buy
+1,269
New +$109K 0.01% 582