Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
4,941
+984
+25% +$223K 0.44% 63
2025
Q1
$657K Sell
3,957
-343
-8% -$56.9K 0.27% 90
2024
Q4
$849K Sell
4,300
-262
-6% -$51.7K 0.35% 74
2024
Q3
$792K Buy
4,562
+622
+16% +$108K 0.32% 83
2024
Q2
$685K Sell
3,940
-414
-10% -$72K 0.33% 87
2024
Q1
$592K Buy
4,354
+528
+14% +$71.8K 0.25% 95
2023
Q4
$398K Buy
+3,826
New +$398K 0.17% 105