Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$686K Buy
8,662
+580
+7% +$45.9K 0.12% 177
2025
Q1
$725K Sell
8,082
-2,334
-22% -$210K 0.15% 143
2024
Q4
$1.04M Buy
10,416
+2,600
+33% +$259K 0.2% 119
2024
Q3
$888K Buy
7,816
+4,077
+109% +$463K 0.2% 115
2024
Q2
$463K Buy
3,739
+540
+17% +$66.9K 0.14% 138
2024
Q1
$422K Buy
+3,199
New +$422K 0.16% 135