Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.83M Buy
12,878
+909
+8% +$199K 0.66% 34
2025
Q1
$2.28M Sell
11,969
-4,276
-26% -$814K 0.64% 29
2024
Q4
$3.56M Buy
16,245
+2,413
+17% +$529K 1.02% 23
2024
Q3
$2.58M Buy
13,832
+2,331
+20% +$434K 0.96% 15
2024
Q2
$2.22M Buy
11,501
+6,060
+111% +$1.17M 1.14% 14
2024
Q1
$981K Buy
5,441
+2,446
+82% +$441K 0.9% 19
2023
Q4
$455K Buy
+2,995
New +$455K 0.51% 61