Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Buy
6,574
+2,690
+69% +$588K 0.16% 37
2025
Q1
$543K Sell
3,884
-89
-2% -$12.4K 0.07% 99
2024
Q4
$662K Buy
3,973
+403
+11% +$67.2K 0.09% 73
2024
Q3
$608K Buy
3,570
+46
+1% +$7.84K 0.08% 61
2024
Q2
$498K Buy
3,524
+332
+10% +$46.9K 0.08% 56
2024
Q1
$401K Buy
3,192
+64
+2% +$8.04K 0.07% 55
2023
Q4
$330K Buy
+3,128
New +$330K 0.05% 69