Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
3,271
+818
+33% +$260K 0.36% 31
2025
Q1
$636K Buy
2,453
+12
+0.5% +$3.11K 0.25% 39
2024
Q4
$986K Buy
2,441
+1,134
+87% +$458K 0.38% 32
2024
Q3
$342K Sell
1,307
-212
-14% -$55.5K 0.13% 59
2024
Q2
$301K Sell
1,519
-101
-6% -$20K 0.12% 72
2024
Q1
$285K Buy
+1,620
New +$285K 0.12% 77