Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
12,360
+3,086
+33% +$304K 0.08% 233
2025
Q1
$968K Sell
9,274
-16
-0.2% -$1.67K 0.07% 250
2024
Q4
$1.26M Sell
9,290
-807
-8% -$109K 0.11% 163
2024
Q3
$1.57M Buy
10,097
+1,769
+21% +$276K 0.16% 119
2024
Q2
$1.23M Buy
8,328
+2,312
+38% +$342K 0.17% 107
2024
Q1
$1.07M Buy
6,016
+1,005
+20% +$178K 0.22% 76
2023
Q4
$697K Buy
+5,011
New +$697K 0.19% 85