Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.5M Buy
8,185
+1,477
+22% +$271K 0.01% 648
2025
Q1
$1.18M Buy
6,708
+125
+2% +$22K 0.01% 691
2024
Q4
$1.24M Sell
6,583
-1,928
-23% -$362K 0.01% 577
2024
Q3
$1.63M Buy
8,511
+6,014
+241% +$1.15M 0.01% 487
2024
Q2
$451K Buy
2,497
+940
+60% +$170K ﹤0.01% 826
2024
Q1
$276K Buy
+1,557
New +$276K ﹤0.01% 926