Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55M Buy
1,933
+424
+28% +$340K 0.1% 142
2025
Q1
$1,000K Buy
1,509
+161
+12% +$107K 0.08% 187
2024
Q4
$934K Sell
1,348
-272
-17% -$189K 0.08% 170
2024
Q3
$1.35M Buy
1,620
+86
+6% +$71.7K 0.12% 131
2024
Q2
$1.57M Buy
1,534
+48
+3% +$49.1K 0.14% 105
2024
Q1
$1.44M Sell
1,486
-1,320
-47% -$1.28M 0.14% 112
2023
Q4
$2.12M Buy
2,806
+1,493
+114% +$1.13M 0.09% 138
2023
Q3
$773K Buy
+1,313
New +$773K 0.1% 130