Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.85M Buy
61,901
+2,088
+3% +$62.5K 0.05% 80
2025
Q1
$2.02M Buy
59,813
+26,201
+78% +$885K 0.06% 70
2024
Q4
$994K Buy
33,612
+369
+1% +$10.9K 0.03% 101
2024
Q3
$1.04M Buy
33,243
+3,012
+10% +$94.5K 0.03% 104
2024
Q2
$1.09M Sell
30,231
-153
-0.5% -$5.52K 0.04% 99
2024
Q1
$1.14M Sell
30,384
-103
-0.3% -$3.88K 0.04% 104
2023
Q4
$1.08M Buy
+30,487
New +$1.08M 0.04% 113