Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.73M Buy
17,499
+463
+3% +$72.2K 0.26% 65
2025
Q1
$2.8M Buy
17,036
+159
+0.9% +$26.2K 0.69% 43
2024
Q4
$2.75M Buy
16,877
+1,430
+9% +$233K 0.21% 72
2024
Q3
$3.02M Sell
15,447
-4,044
-21% -$790K 0.25% 62
2024
Q2
$3.38M Sell
19,491
-845
-4% -$146K 0.28% 63
2024
Q1
$3.44M Buy
+20,336
New +$3.44M 0.29% 68