Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Sell
4,571
-335
-7% -$115K 0.58% 47
2025
Q1
$1.66M Buy
4,906
+50
+1% +$16.9K 0.68% 40
2024
Q4
$1.73M Buy
4,856
+258
+6% +$91.8K 0.71% 39
2024
Q3
$1.31M Buy
4,598
+116
+3% +$33K 0.59% 51
2024
Q2
$1.14M Buy
+4,482
New +$1.14M 0.56% 54