Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Buy
49,606
+23,519
+90% +$678K 0.02% 613
2025
Q1
$708K Buy
26,087
+12,406
+91% +$337K 0.01% 856
2024
Q4
$391K Sell
13,681
-5,000
-27% -$143K 0.01% 1067
2024
Q3
$593K Buy
18,681
+1,251
+7% +$39.7K 0.01% 842
2024
Q2
$562K Buy
17,430
+1,051
+6% +$33.9K 0.02% 819
2024
Q1
$610K Sell
16,379
-3,153
-16% -$117K 0.01% 741
2023
Q4
$604K Buy
19,532
+1,336
+7% +$41.3K 0.02% 708
2023
Q3
$612K Buy
+18,196
New +$612K 0.02% 643