Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Buy
3,875
+525
+16% +$167K 0.49% 48
2025
Q1
$868K Sell
3,350
-131
-4% -$33.9K 0.46% 45
2024
Q4
$1.41M Buy
3,481
+437
+14% +$176K 0.71% 39
2024
Q3
$796K Buy
3,044
+364
+14% +$95.2K 0.65% 35
2024
Q2
$530K Sell
2,680
-490
-15% -$97K 0.35% 60
2024
Q1
$557K Sell
3,170
-6
-0.2% -$1.06K 0.62% 42
2023
Q4
$789K Buy
+3,176
New +$789K 1% 22