Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Buy
21,627
+1,272
+6% +$90.4K 0.59% 42
2025
Q1
$1.29M Buy
20,355
+3,014
+17% +$191K 0.54% 48
2024
Q4
$1.31M Sell
17,341
-1,116
-6% -$84.5K 0.56% 41
2024
Q3
$1.41M Buy
18,457
+5,089
+38% +$389K 0.62% 32
2024
Q2
$1.01M Buy
13,368
+2,025
+18% +$153K 0.49% 47
2024
Q1
$1.07M Buy
+11,343
New +$1.07M 0.53% 46