Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.39M Buy
99,383
+17,534
+21% +$244K 0.16% 62
2025
Q1
$868K Buy
81,849
+25,025
+44% +$265K 0.13% 61
2024
Q4
$1M Sell
56,824
-18,392
-24% -$325K 0.15% 83
2024
Q3
$371K Buy
75,216
+5,514
+8% +$27.2K 0.05% 148
2024
Q2
$312K Buy
69,702
+4,876
+8% +$21.8K 0.04% 156
2024
Q1
$337K Buy
64,826
+51,774
+397% +$269K 0.05% 178
2023
Q4
$88.4K Buy
+13,052
New +$88.4K 0.02% 169