Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.94M Sell
106,732
-783
-0.7% -$14.2K 0.08% 306
2025
Q1
$1.54M Buy
107,515
+24,731
+30% +$354K 0.07% 336
2024
Q4
$1.88M Buy
82,784
+1,240
+2% +$28.2K 0.08% 307
2024
Q3
$2.43M Buy
81,544
+45,155
+124% +$1.34M 0.11% 269
2024
Q2
$1.43M Buy
36,389
+26,551
+270% +$1.04M 0.11% 268
2024
Q1
$522K Buy
+9,838
New +$522K 0.07% 392