Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.66M Buy
5,211
+41
+0.8% +$13K 0.39% 66
2025
Q1
$1.34M Buy
5,170
+1,820
+54% +$472K 0.35% 73
2024
Q4
$1.35M Buy
3,350
+534
+19% +$216K 0.35% 67
2024
Q3
$737K Buy
2,816
+618
+28% +$162K 0.19% 98
2024
Q2
$435K Sell
2,198
-153
-7% -$30.3K 0.13% 124
2024
Q1
$413K Buy
2,351
+184
+8% +$32.3K 0.12% 133
2023
Q4
$538K Buy
+2,167
New +$538K 0.18% 108