Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$947K Sell
1,057
-3,054
-74% -$2.74M 0.09% 206
2025
Q1
$2.79M Buy
4,111
+794
+24% +$540K 0.03% 507
2024
Q4
$2.09M Buy
3,317
+612
+23% +$386K 0.02% 565
2024
Q3
$2.1M Buy
2,705
+1,019
+60% +$789K 0.03% 543
2024
Q2
$1.39M Buy
1,686
+477
+39% +$393K 0.02% 593
2024
Q1
$845K Buy
1,209
+262
+28% +$183K 0.01% 699
2023
Q4
$551K Buy
947
+329
+53% +$191K 0.01% 761
2023
Q3
$284K Buy
+618
New +$284K 0.01% 937