Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
12,567
+1,619
+15% +$155K 0.01% 668
2025
Q1
$1.1M Buy
10,948
+2,493
+29% +$250K 0.02% 690
2024
Q4
$754K Buy
8,455
+583
+7% +$52K 0.01% 762
2024
Q3
$689K Buy
7,872
+314
+4% +$27.5K 0.02% 781
2024
Q2
$538K Buy
7,558
+1,555
+26% +$111K 0.01% 838
2024
Q1
$444K Sell
6,003
-20,262
-77% -$1.5M 0.01% 865
2023
Q4
$1.9M Buy
26,265
+21,200
+419% +$1.53M 0.05% 392
2023
Q3
$379K Buy
+5,065
New +$379K 0.01% 797