Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
3,815
+245
+7% +$77.8K 0.44% 49
2025
Q1
$925K Sell
3,570
-237
-6% -$61.4K 0.36% 66
2024
Q4
$1.54M Buy
3,807
+141
+4% +$56.9K 0.59% 36
2024
Q3
$959K Buy
3,666
+85
+2% +$22.2K 0.41% 54
2024
Q2
$709K Sell
3,581
-192
-5% -$38K 0.33% 71
2024
Q1
$663K Buy
3,773
+832
+28% +$146K 0.32% 74
2023
Q4
$731K Buy
+2,941
New +$731K 0.45% 49