Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Buy
13,388
+6,082
+83% +$496K 0.35% 70
2025
Q1
$725K Buy
7,306
+287
+4% +$28.5K 0.26% 89
2024
Q4
$705K Sell
7,019
-289
-4% -$29K 0.26% 86
2024
Q3
$666K Sell
7,308
-1,831
-20% -$167K 0.22% 108
2024
Q2
$745K Buy
9,139
+326
+4% +$26.6K 0.26% 92
2024
Q1
$707K Sell
8,813
-166
-2% -$13.3K 0.27% 92
2023
Q4
$631K Buy
+8,979
New +$631K 0.24% 95