Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Sell
6,391
-115
-2% -$28.1K 0.45% 41
2025
Q1
$981K Buy
6,506
+363
+6% +$54.7K 0.3% 71
2024
Q4
$1.13M Buy
6,143
+829
+16% +$152K 0.35% 55
2024
Q3
$928K Buy
5,314
+92
+2% +$16.1K 0.29% 84
2024
Q2
$728K Buy
5,222
+405
+8% +$56.5K 0.24% 97
2024
Q1
$577K Buy
4,817
+576
+14% +$69K 0.21% 105
2023
Q4
$441K Buy
4,241
+715
+20% +$74.4K 0.18% 116
2023
Q3
$369K Buy
3,526
+23
+0.7% +$2.4K 0.17% 109
2023
Q2
$396K Buy
+3,503
New +$396K 0.17% 109