Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
4,104
+1,213
+42% +$385K 0.15% 42
2025
Q1
$749K Sell
2,891
-161
-5% -$41.7K 0.09% 63
2024
Q4
$1.23M Buy
3,052
+958
+46% +$387K 0.16% 39
2024
Q3
$548K Buy
2,094
+388
+23% +$102K 0.07% 68
2024
Q2
$338K Buy
1,706
+41
+2% +$8.11K 0.05% 89
2024
Q1
$293K Sell
1,665
-618
-27% -$109K 0.05% 76
2023
Q4
$567K Buy
2,283
+19
+0.8% +$4.72K 0.09% 46
2023
Q3
$566K Buy
2,264
+1,370
+153% +$343K 0.1% 40
2023
Q2
$234K Buy
+894
New +$234K 0.05% 55