Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
5,104
+54
+1% +$11.8K 0.69% 31
2025
Q1
$961K Sell
5,050
-8,080
-62% -$1.54M 0.65% 39
2024
Q4
$2.88M Buy
13,130
+6,690
+104% +$1.47M 0.92% 29
2024
Q3
$1.2M Sell
6,440
-250
-4% -$46.6K 0.75% 30
2024
Q2
$1.29M Sell
6,690
-1,225
-15% -$237K 0.83% 27
2024
Q1
$1.43M Buy
7,915
+300
+4% +$54.1K 0.86% 26
2023
Q4
$1.16M Buy
+7,615
New +$1.16M 0.81% 28