Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Buy
5,989
+649
+12% +$115K 0.31% 68
2025
Q1
$894K Sell
5,340
-37
-0.7% -$6.2K 0.2% 91
2024
Q4
$1.25M Buy
5,377
+111
+2% +$25.7K 0.29% 74
2024
Q3
$899K Sell
5,266
-124
-2% -$21.2K 0.21% 89
2024
Q2
$865K Buy
5,390
+470
+10% +$75.4K 0.22% 82
2024
Q1
$652K Sell
4,920
-200
-4% -$26.5K 0.17% 100
2023
Q4
$572K Buy
+5,120
New +$572K 0.17% 94