Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Buy
4,664
+1,194
+34% +$270K 0.33% 51
2025
Q1
$576K Buy
3,470
+1,776
+105% +$295K 0.2% 58
2024
Q4
$335K Buy
1,694
+136
+9% +$26.9K 0.12% 65
2024
Q3
$271K Sell
1,558
-262
-14% -$45.5K 0.1% 68
2024
Q2
$316K Buy
+1,820
New +$316K 0.12% 66