Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
18,313
+380
+2% +$27K 0.46% 58
2025
Q1
$1.14M Sell
17,933
-32
-0.2% -$2.03K 0.6% 45
2024
Q4
$1.36M Buy
17,965
+360
+2% +$27.2K 0.82% 32
2024
Q3
$1.56M Buy
17,605
+150
+0.9% +$13.3K 1.21% 23
2024
Q2
$1.32M Buy
17,455
+4,725
+37% +$356K 1.05% 26
2024
Q1
$1.2M Buy
12,730
+10
+0.1% +$940 1.02% 31
2023
Q4
$1.38M Buy
+12,720
New +$1.38M 1.31% 24