Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$705K Buy
4,461
+2,452
+122% +$387K 0.38% 62
2025
Q1
$218K Buy
2,009
+240
+14% +$26K 0.13% 106
2024
Q4
$238K Sell
1,769
-111
-6% -$14.9K 0.15% 99
2024
Q3
$228K Sell
1,880
-300
-14% -$36.4K 0.15% 103
2024
Q2
$269K Sell
2,180
-200
-8% -$24.7K 0.2% 89
2024
Q1
$215K Buy
+2,380
New +$215K 0.17% 99