Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Buy
160,825
+25,758
+19% +$218K 0.05% 260
2025
Q1
$1.1M Buy
135,067
+73,748
+120% +$600K 0.05% 284
2024
Q4
$424K Buy
61,319
+19,761
+48% +$137K 0.02% 400
2024
Q3
$338K Sell
41,558
-5,937
-13% -$48.3K 0.01% 447
2024
Q2
$366K Buy
47,495
+19,018
+67% +$146K 0.02% 375
2024
Q1
$191K Buy
+28,477
New +$191K 0.01% 422