Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.76M Sell
8,402
-1,308
-13% -$274K 0.44% 23
2025
Q1
$1.76M Buy
9,710
+1,266
+15% +$230K 0.22% 18
2024
Q4
$1.6M Buy
8,444
+1,337
+19% +$253K 0.23% 14
2024
Q3
$1.29M Buy
7,107
+492
+7% +$89.4K 0.37% 40
2024
Q2
$1.05M Buy
6,615
+552
+9% +$87.3K 0.13% 60
2024
Q1
$883K Buy
6,063
+3,976
+191% +$579K 0.33% 50
2023
Q4
$265 Buy
+2,087
New +$265 0.02% 54