Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.26M Buy
8,205
+5,247
+177% +$1.45M 0.96% 32
2025
Q1
$495K Buy
2,958
+941
+47% +$158K 0.25% 68
2024
Q4
$468K Sell
2,017
-59
-3% -$13.7K 0.24% 63
2024
Q3
$358K Sell
2,076
-14
-0.7% -$2.42K 0.19% 71
2024
Q2
$336K Sell
2,090
-240
-10% -$38.5K 0.21% 64
2024
Q1
$309K Sell
2,330
-700
-23% -$92.8K 0.19% 66
2023
Q4
$338K Buy
3,030
+390
+15% +$43.5K 0.32% 53
2023
Q3
$219K Sell
2,640
-4,970
-65% -$413K 0.24% 65
2023
Q2
$667K Buy
+7,610
New +$667K 0.7% 35