Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.23M Buy
7,702
+1,742
+29% +$505K 0.1% 190
2025
Q1
$1.8M Buy
5,960
+1,767
+42% +$534K 0.1% 230
2024
Q4
$1.16M Buy
4,193
+840
+25% +$232K 0.07% 276
2024
Q3
$967K Sell
3,353
-17
-0.5% -$4.9K 0.06% 310
2024
Q2
$860K Buy
3,370
+1,658
+97% +$423K 0.06% 317
2024
Q1
$444K Buy
1,712
+168
+11% +$43.5K 0.03% 424
2023
Q4
$349K Buy
+1,544
New +$349K 0.03% 443