Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.2M Buy
8,977
+2,459
+38% +$878K 1.92% 20
2025
Q1
$1.77M Sell
6,518
-145
-2% -$39.4K 1.62% 20
2024
Q4
$2.21M Sell
6,663
-95
-1% -$31.5K 1.91% 18
2024
Q3
$2.24M Sell
6,758
-1
-0% -$331 1.97% 19
2024
Q2
$2.12M Buy
6,759
+1,835
+37% +$575K 1.96% 20
2024
Q1
$1.54M Buy
+4,924
New +$1.54M 1.47% 21