Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.14M Buy
9,815
+1,687
+21% +$368K 0.14% 139
2025
Q1
$1.11M Buy
8,128
+379
+5% +$51.6K 0.08% 195
2024
Q4
$1.12M Buy
7,749
+353
+5% +$50.8K 0.08% 203
2024
Q3
$886K Hold
7,396
0.06% 231
2024
Q2
$805K Sell
7,396
-8,280
-53% -$901K 0.06% 226
2024
Q1
$2.1M Buy
+15,676
New +$2.1M 0.17% 127