Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$964K Buy
4,257
+1,149
+37% +$260K 0.19% 46
2025
Q1
$516K Sell
3,108
-392
-11% -$65.1K 0.12% 62
2024
Q4
$691K Buy
3,500
+650
+23% +$128K 0.16% 50
2024
Q3
$495K Buy
2,850
+33
+1% +$5.73K 0.11% 55
2024
Q2
$490K Buy
2,817
+350
+14% +$60.8K 0.12% 53
2024
Q1
$336K Buy
2,467
+516
+26% +$70.2K 0.08% 62
2023
Q4
$203K Buy
+1,951
New +$203K 0.06% 77