Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.06M Buy
5,969
+1,186
+25% +$608K 0.07% 156
2025
Q1
$2.05M Sell
4,783
-89
-2% -$38.2K 0.05% 175
2024
Q4
$2.37M Buy
4,872
+89
+2% +$43.3K 0.06% 166
2024
Q3
$2.42M Sell
4,783
-40
-0.8% -$20.3K 0.07% 156
2024
Q2
$2.87M Sell
4,823
-250
-5% -$149K 0.08% 147
2024
Q1
$2.9M Buy
+5,073
New +$2.9M 0.09% 145