Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
1,258
+1
+0.1% +$896 0.28% 87
2025
Q1
$855K Buy
1,257
+37
+3% +$25.2K 0.23% 100
2024
Q4
$769K Sell
1,220
-310
-20% -$195K 0.21% 109
2024
Q3
$1.18M Buy
1,530
+136
+10% +$105K 0.35% 81
2024
Q2
$1.15M Buy
1,394
+495
+55% +$408K 0.37% 75
2024
Q1
$628K Sell
899
-7
-0.8% -$4.89K 0.21% 96
2023
Q4
$527K Buy
+906
New +$527K 0.21% 98