Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
5,582
+359
+7% +$78.5K 0.72% 42
2025
Q1
$730K Buy
5,223
+1,427
+38% +$200K 0.45% 68
2024
Q4
$633K Sell
3,796
-47
-1% -$7.83K 0.38% 81
2024
Q3
$655K Buy
3,843
+3
+0.1% +$511 0.38% 82
2024
Q2
$542K Buy
3,840
+352
+10% +$49.7K 0.34% 93
2024
Q1
$438K Buy
3,488
+563
+19% +$70.7K 0.27% 111
2023
Q4
$308K Buy
2,925
+925
+46% +$97.5K 0.21% 128
2023
Q3
$212K Hold
2,000
0.16% 149
2023
Q2
$238K Buy
+2,000
New +$238K 0.18% 138