Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.07M Buy
4,799
+992
+26% +$221K 0.07% 198
2025
Q1
$782K Buy
3,807
+566
+17% +$116K 0.06% 225
2024
Q4
$592K Buy
3,241
+193
+6% +$35.3K 0.05% 252
2024
Q3
$628K Buy
3,048
+44
+1% +$9.06K 0.06% 234
2024
Q2
$526K Buy
3,004
+120
+4% +$21K 0.05% 253
2024
Q1
$495K Sell
2,884
-2,596
-47% -$446K 0.05% 270
2023
Q4
$826K Buy
5,480
+3,120
+132% +$470K 0.03% 294
2023
Q3
$284K Buy
+2,360
New +$284K 0.04% 282