Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.04M Buy
31,438
+2,951
+10% +$379K 0.03% 150
2025
Q1
$2.06M Sell
28,487
-45,500
-61% -$3.29M 0.02% 223
2024
Q4
$8.41M Buy
73,987
+17,014
+30% +$1.93M 0.08% 168
2024
Q3
$5.67M Hold
56,973
0.05% 190
2024
Q2
$4.93M Sell
56,973
-890
-2% -$77K 0.05% 185
2024
Q1
$4.73M Buy
57,863
+3,640
+7% +$297K 0.05% 207
2023
Q4
$2.6M Buy
+54,223
New +$2.6M 0.03% 329