Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$840K Buy
10,029
+4,701
+88% +$394K 0.11% 118
2025
Q1
$456K Sell
5,328
-9,247
-63% -$791K 0.27% 65
2024
Q4
$1.56M Buy
14,575
+564
+4% +$60.5K 0.25% 81
2024
Q3
$1.29M Buy
14,011
+1,786
+15% +$165K 0.21% 87
2024
Q2
$999K Buy
12,225
+8,772
+254% +$717K 0.18% 95
2024
Q1
$277K Sell
3,453
-6,405
-65% -$514K 0.06% 155
2023
Q4
$693K Buy
9,858
+5,898
+149% +$415K 0.15% 112
2023
Q3
$246K Buy
+3,960
New +$246K 0.06% 139