Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
8,853
+261
+3% +$30.8K 0.3% 69
2025
Q1
$1.18M Sell
8,592
-161
-2% -$22K 0.27% 76
2024
Q4
$1.34M Sell
8,753
-737
-8% -$113K 0.31% 71
2024
Q3
$1.79M Buy
9,490
+1,558
+20% +$294K 0.42% 63
2024
Q2
$1.84M Buy
7,932
+1,376
+21% +$319K 0.46% 54
2024
Q1
$1.41M Buy
6,556
+2,881
+78% +$621K 0.38% 65
2023
Q4
$951K Buy
+3,675
New +$951K 0.28% 68