Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$998K Buy
92,026
+10,725
+13% +$116K 0.4% 47
2025
Q1
$1.5M Buy
81,301
+801
+1% +$14.8K 0.63% 41
2024
Q4
$1.33M Buy
80,500
+7,000
+10% +$115K 0.52% 46
2024
Q3
$1.03M Buy
73,500
+50,500
+220% +$708K 0.38% 47
2024
Q2
$167K Sell
23,000
-2,500
-10% -$18.1K 0.07% 65
2024
Q1
$206K Buy
25,500
+3,000
+13% +$24.2K 0.08% 65
2023
Q4
$154K Buy
+22,500
New +$154K 0.07% 65