Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.28M Sell
24,471
-2,183
-8% -$204K 1.01% 25
2025
Q1
$1.94M Buy
26,654
+4,737
+22% +$345K 0.85% 34
2024
Q4
$1.32M Buy
21,917
+4,887
+29% +$295K 0.76% 42
2024
Q3
$1.28M Buy
17,030
+1,065
+7% +$80K 0.73% 46
2024
Q2
$1.16M Buy
+15,965
New +$1.16M 0.72% 45