Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.92M Buy
6,301
+1,348
+27% +$410K 0.13% 115
2025
Q1
$1.33M Buy
4,953
+381
+8% +$102K 0.11% 139
2024
Q4
$1.13M Sell
4,572
-32
-0.7% -$7.88K 0.1% 144
2024
Q3
$1.05M Buy
4,604
+229
+5% +$52.5K 0.09% 159
2024
Q2
$882K Buy
4,375
+245
+6% +$49.4K 0.08% 172
2024
Q1
$805K Sell
4,130
-3,862
-48% -$753K 0.08% 193
2023
Q4
$1.24M Buy
7,992
+4,963
+164% +$767K 0.05% 223
2023
Q3
$392K Buy
+3,029
New +$392K 0.05% 222