Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.91M Sell
34,955
-1,622
-4% -$320K 0.16% 116
2025
Q1
$7.5M Buy
36,577
+19
+0.1% +$3.9K 0.2% 107
2024
Q4
$8.4M Buy
36,558
+3,507
+11% +$805K 0.22% 95
2024
Q3
$9.19M Sell
33,051
-4,434
-12% -$1.23M 0.25% 88
2024
Q2
$9.37M Buy
37,485
+3,179
+9% +$794K 0.28% 74
2024
Q1
$8.57M Buy
+34,306
New +$8.57M 0.27% 90