Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.99M Sell
19,897
-611
-3% -$215K 0.05% 195
2025
Q1
$6.49M Buy
20,508
+900
+5% +$285K 0.05% 189
2024
Q4
$6.61M Buy
19,608
+1,402
+8% +$473K 0.05% 188
2024
Q3
$5.8M Buy
18,206
+1,474
+9% +$470K 0.04% 209
2024
Q2
$5.38M Buy
16,732
+2,801
+20% +$901K 0.04% 206
2024
Q1
$4.84M Buy
13,931
+3,400
+32% +$1.18M 0.05% 179
2023
Q4
$3.82M Buy
10,531
+231
+2% +$83.8K 0.04% 193
2023
Q3
$3.06M Hold
10,300
0.04% 200
2023
Q2
$3.4M Buy
+10,300
New +$3.4M 0.04% 196