Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$380K Buy
4,436
+1,098
+33% +$94.2K 0.15% 83
2025
Q1
$307K Buy
3,338
+9
+0.3% +$828 0.16% 90
2024
Q4
$281K Sell
3,329
-3,456
-51% -$291K 0.11% 87
2024
Q3
$714K Buy
6,785
+3,790
+127% +$399K 0.31% 44
2024
Q2
$259K Buy
2,995
+625
+26% +$54.1K 0.11% 80
2024
Q1
$250K Buy
2,370
+206
+10% +$21.7K 0.11% 81
2023
Q4
$258K Buy
+2,164
New +$258K 0.2% 69