Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.4M Buy
10,576
+364
+4% +$82.4K 0.88% 25
2025
Q1
$1.7M Sell
10,212
-188
-2% -$31.2K 0.66% 34
2024
Q4
$2.05M Buy
10,400
+94
+0.9% +$18.6K 0.78% 30
2024
Q3
$1.79M Sell
10,306
-221
-2% -$38.4K 0.77% 25
2024
Q2
$1.83M Buy
10,527
+305
+3% +$53K 0.85% 22
2024
Q1
$1.39M Buy
10,222
+2,214
+28% +$301K 0.68% 29
2023
Q4
$837K Buy
+8,008
New +$837K 0.51% 45