Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.16M Buy
9,874
+1,985
+25% +$434K 0.1% 102
2025
Q1
$1.1M Sell
7,889
-442
-5% -$61.8K 0.05% 139
2024
Q4
$1.39M Sell
8,331
-898
-10% -$150K 0.07% 122
2024
Q3
$1.57M Sell
9,229
-487
-5% -$83K 0.08% 107
2024
Q2
$1.37M Buy
+9,716
New +$1.37M 0.08% 106