Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.27M Buy
9,176
+2,034
+28% +$282K 0.14% 68
2025
Q1
$1.14M Buy
7,142
+50
+0.7% +$7.99K 0.16% 68
2024
Q4
$943K Sell
7,092
-1,072
-13% -$143K 0.14% 73
2024
Q3
$1.11M Buy
8,164
+418
+5% +$56.8K 0.16% 63
2024
Q2
$1.14M Buy
7,746
+1,328
+21% +$196K 0.18% 71
2024
Q1
$980K Buy
+6,418
New +$980K 0.18% 64