Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
7,686
+2,031
+36% +$321K 0.63% 36
2025
Q1
$662K Sell
5,655
-12
-0.2% -$1.41K 0.38% 52
2024
Q4
$761K Sell
5,667
-230
-4% -$30.9K 0.52% 48
2024
Q3
$814K Buy
5,897
+17
+0.3% +$2.35K 0.52% 45
2024
Q2
$726K Hold
5,880
0.51% 47
2024
Q1
$531K Buy
+5,880
New +$531K 0.37% 59