Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Buy
4,238
+251
+6% +$64.8K 0.02% 562
2025
Q1
$893K Sell
3,987
-23
-0.6% -$5.15K 0.01% 595
2024
Q4
$920K Sell
4,010
-644
-14% -$148K 0.01% 609
2024
Q3
$1.11M Buy
4,654
+917
+25% +$219K 0.02% 533
2024
Q2
$700K Buy
+3,737
New +$700K 0.01% 663