Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.76M Buy
31,286
+4,626
+17% +$704K 0.62% 47
2025
Q1
$3.92M Sell
26,660
-7,740
-23% -$1.14M 0.5% 49
2024
Q4
$4.44M Buy
34,400
+7,340
+27% +$948K 0.56% 46
2024
Q3
$3.7M Sell
27,060
-6,674
-20% -$912K 0.47% 54
2024
Q2
$3.45M Buy
+33,734
New +$3.45M 0.5% 52