Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.9M Buy
7,073
+2,179
+45% +$893K 0.39% 47
2025
Q1
$1.52M Sell
4,894
-15
-0.3% -$4.66K 0.23% 72
2024
Q4
$1.59M Sell
4,909
-31
-0.6% -$10.1K 0.23% 73
2024
Q3
$1.39M Sell
4,940
-94
-2% -$26.5K 0.2% 78
2024
Q2
$1.06M Buy
5,034
+383
+8% +$80.5K 0.16% 90
2024
Q1
$1.03M Sell
4,651
-13
-0.3% -$2.87K 0.16% 90
2023
Q4
$826K Buy
+4,664
New +$826K 0.13% 94