Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Sell
6,346
-627
-9% -$116K 0.68% 23
2025
Q1
$1.46M Buy
6,973
+21
+0.3% +$4.4K 1% 14
2024
Q4
$1.24M Buy
6,952
+57
+0.8% +$10.1K 1.32% 15
2024
Q3
$1.36M Buy
6,895
+50
+0.7% +$9.87K 1.17% 13
2024
Q2
$1.17M Buy
+6,845
New +$1.17M 1.08% 17