Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Buy
5,044
+3,663
+265% +$830K 0.97% 32
2025
Q1
$233K Buy
1,381
+58
+4% +$9.78K 0.23% 89
2024
Q4
$261K Sell
1,323
-258
-16% -$51K 0.25% 88
2024
Q3
$275K Sell
1,581
-15
-0.9% -$2.61K 0.26% 89
2024
Q2
$277K Buy
+1,596
New +$277K 0.26% 89