Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Sell
4,266
-13
-0.3% -$3.63K 0.44% 50
2025
Q1
$1.33M Buy
4,279
+50
+1% +$15.6K 0.52% 41
2024
Q4
$1.1M Buy
4,229
+1,662
+65% +$433K 0.42% 49
2024
Q3
$827K Buy
2,567
+6
+0.2% +$1.93K 0.36% 63
2024
Q2
$800K Buy
2,561
+31
+1% +$9.69K 0.37% 60
2024
Q1
$719K Buy
2,530
+63
+3% +$17.9K 0.35% 70
2023
Q4
$711K Buy
+2,467
New +$711K 0.43% 51