Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.78M Buy
61,463
+4,056
+7% +$117K 0.14% 141
2025
Q1
$1.62M Buy
57,407
+2,322
+4% +$65.7K 0.15% 144
2024
Q4
$1.25M Buy
55,085
+4,160
+8% +$94.7K 0.13% 150
2024
Q3
$1.12M Buy
50,925
+27,865
+121% +$613K 0.12% 152
2024
Q2
$441K Buy
+23,060
New +$441K 0.05% 235
2024
Q1
Sell
-10,346
Closed -$174K 397
2023
Q4
$174K Buy
+10,346
New +$174K 0.03% 361