Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.75M Buy
4,932
+1
+0% +$355 0.41% 46
2025
Q1
$1.73M Buy
4,931
+716
+17% +$251K 0.48% 35
2024
Q4
$1.33M Buy
4,215
+816
+24% +$258K 0.38% 44
2024
Q3
$934K Buy
3,399
+108
+3% +$29.7K 0.35% 54
2024
Q2
$864K Sell
3,291
-210
-6% -$55.1K 0.44% 39
2024
Q1
$977K Buy
+3,501
New +$977K 0.9% 21