Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.17M Sell
40,003
-5,313
-12% -$421K 0.48% 49
2025
Q1
$4.07M Buy
45,316
+6,765
+18% +$607K 0.64% 37
2024
Q4
$3.84M Buy
38,551
+11
+0% +$1.09K 0.61% 38
2024
Q3
$4.38M Buy
38,540
+1,367
+4% +$155K 0.66% 37
2024
Q2
$4.6M Sell
37,173
-378
-1% -$46.8K 0.74% 33
2024
Q1
$4.95M Sell
37,551
-5,757
-13% -$760K 0.79% 30
2023
Q4
$4.72M Buy
+43,308
New +$4.72M 0.77% 30