Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
8,185
+2,209
+37% +$292K 0.07% 196
2025
Q1
$714K Buy
5,976
+737
+14% +$88K 0.06% 244
2024
Q4
$688K Buy
5,239
+710
+16% +$93.3K 0.06% 214
2024
Q3
$574K Sell
4,529
-52
-1% -$6.59K 0.05% 251
2024
Q2
$695K Buy
4,581
+33
+0.7% +$5K 0.06% 206
2024
Q1
$750K Sell
4,548
-4,258
-48% -$702K 0.07% 203
2023
Q4
$1.2M Buy
+8,806
New +$1.2M 0.05% 226