Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
3,267
+655
+25% +$208K 0.55% 37
2025
Q1
$677K Sell
2,612
-491
-16% -$127K 0.38% 51
2024
Q4
$1.25M Buy
3,103
+427
+16% +$172K 0.69% 38
2024
Q3
$700K Buy
2,676
+312
+13% +$81.6K 0.36% 46
2024
Q2
$468K Sell
2,364
-2,656
-53% -$526K 0.23% 57
2024
Q1
$882K Buy
5,020
+1,700
+51% +$299K 0.41% 40
2023
Q4
$825K Buy
+3,320
New +$825K 0.42% 45