Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.63M Buy
11,594
+147
+1% +$33.3K 0.1% 118
2025
Q1
$1.9M Sell
11,447
-2,399
-17% -$398K 0.08% 149
2024
Q4
$2.73M Buy
13,846
+851
+7% +$168K 0.09% 148
2024
Q3
$2.26M Buy
12,995
+1,012
+8% +$176K 0.08% 168
2024
Q2
$2.08M Buy
11,983
+4,845
+68% +$842K 0.09% 156
2024
Q1
$971K Buy
7,138
+4,006
+128% +$545K 0.04% 301
2023
Q4
$326K Buy
+3,132
New +$326K 0.03% 395