Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
6,473
+32
+0.5% +$5.02K 0.04% 250
2025
Q1
$832K Buy
6,441
+165
+3% +$21.3K 0.05% 193
2024
Q4
$897K Buy
6,276
+1,093
+21% +$156K 0.05% 168
2024
Q3
$775K Buy
5,183
+1,361
+36% +$203K 0.05% 185
2024
Q2
$494K Buy
3,822
+2,176
+132% +$281K 0.03% 221
2024
Q1
$224K Sell
1,646
-128
-7% -$17.4K 0.02% 369
2023
Q4
$212K Buy
+1,774
New +$212K 0.02% 307