Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.73M Buy
71,836
+3,399
+5% +$271K 0.47% 65
2025
Q1
$5.58M Buy
68,437
+11,416
+20% +$930K 0.51% 63
2024
Q4
$4.16M Sell
57,021
-19,576
-26% -$1.43M 0.39% 71
2024
Q3
$4.55M Sell
76,597
-2,522
-3% -$150K 0.4% 75
2024
Q2
$4.04M Sell
79,119
-16,991
-18% -$868K 0.38% 77
2024
Q1
$5.16M Buy
+96,110
New +$5.16M 0.47% 75
2023
Q3
$4.03M Sell
81,879
-12,239
-13% -$602K 0.46% 74
2023
Q2
$4.58M Buy
+94,118
New +$4.58M 0.5% 70