Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.82M Buy
11,854
+940
+9% +$462K 0.08% 85
2025
Q1
$4.62M Sell
10,914
-142
-1% -$60.1K 0.06% 92
2024
Q4
$4.7M Sell
11,056
-434
-4% -$184K 0.06% 90
2024
Q3
$5.35M Sell
11,490
-461
-4% -$215K 0.07% 86
2024
Q2
$4.91M Sell
11,951
-283
-2% -$116K 0.07% 84
2024
Q1
$5.34M Buy
12,234
+1,562
+15% +$682K 0.08% 82
2023
Q4
$3.62M Buy
+10,672
New +$3.62M 0.06% 80