Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$915K Buy
7,461
+1,075
+17% +$132K 0.03% 443
2025
Q1
$582K Sell
6,386
-18,164
-74% -$1.66M 0.02% 554
2024
Q4
$2.83M Buy
24,550
+2,152
+10% +$248K 0.09% 236
2024
Q3
$2.66M Buy
22,398
+6,986
+45% +$828K 0.09% 198
2024
Q2
$2.13M Buy
15,412
+2,878
+23% +$397K 0.08% 230
2024
Q1
$1.43M Buy
+12,534
New +$1.43M 0.06% 281
2023
Q1
Sell
-369
Closed -$14.8K 837
2022
Q4
$14.8K Buy
+369
New +$14.8K ﹤0.01% 1177