Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.2M Buy
23,796
+2,860
+14% +$385K 0.08% 127
2025
Q1
$2.78M Sell
20,936
-8,033
-28% -$1.07M 0.07% 119
2024
Q4
$3.29M Buy
28,969
+3,267
+13% +$371K 0.08% 112
2024
Q3
$2.93M Sell
25,702
-3,902
-13% -$445K 0.07% 125
2024
Q2
$3.08M Sell
29,604
-3,872
-12% -$402K 0.08% 115
2024
Q1
$3.65M Buy
33,476
+3,739
+13% +$407K 0.1% 106
2023
Q4
$3.27M Buy
+29,737
New +$3.27M 0.1% 96