Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.81M Buy
17,925
+1,886
+12% +$190K 0.48% 49
2025
Q1
$1.56M Buy
16,039
+12,532
+357% +$1.22M 0.47% 42
2024
Q4
$357K Sell
3,507
-18,210
-84% -$1.85M 0.12% 86
2024
Q3
$2.43M Buy
21,717
+1,108
+5% +$124K 0.8% 33
2024
Q2
$1.97M Buy
20,609
+2,092
+11% +$200K 0.72% 35
2024
Q1
$1.64M Buy
18,517
+15,864
+598% +$1.41M 0.65% 40
2023
Q4
$218K Buy
+2,653
New +$218K 0.1% 129