Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.18M Buy
28,015
+2,428
+9% +$275K 0.08% 155
2025
Q1
$3.38M Sell
25,587
-13,960
-35% -$1.85M 0.09% 146
2024
Q4
$3.33M Sell
39,547
-7,693
-16% -$648K 0.09% 138
2024
Q3
$5.01M Sell
47,240
-127
-0.3% -$13.5K 0.14% 123
2024
Q2
$3.41M Buy
47,367
+33,312
+237% +$2.4M 0.1% 138
2024
Q1
$1.02M Buy
+14,055
New +$1.02M 0.03% 220