Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$987K Sell
5,846
-314
-5% -$53K 0.02% 619
2025
Q1
$1.05M Hold
6,160
0.02% 537
2024
Q4
$1.05M Buy
6,160
+1,043
+20% +$177K 0.02% 535
2024
Q3
$889K Buy
5,117
+2,316
+83% +$402K 0.02% 559
2024
Q2
$482K Buy
2,801
+312
+13% +$53.6K 0.01% 716
2024
Q1
$649K Buy
2,489
+2,167
+673% +$565K 0.02% 573
2023
Q4
$64.2K Buy
+322
New +$64.2K ﹤0.01% 1372