Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$741K Buy
3,994
+66
+2% +$12.3K 0.39% 48
2025
Q1
$823K Buy
3,928
+23
+0.6% +$4.82K 0.46% 45
2024
Q4
$694K Buy
3,905
+1,668
+75% +$296K 0.38% 52
2024
Q3
$442K Buy
2,237
+83
+4% +$16.4K 0.22% 64
2024
Q2
$369K Buy
2,154
+70
+3% +$12K 0.18% 70
2024
Q1
$379K Sell
2,084
-1,875
-47% -$341K 0.18% 66
2023
Q4
$614K Buy
+3,959
New +$614K 0.31% 51