Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Sell
8,525
-180
-2% -$27.8K 0.28% 90
2025
Q1
$851K Buy
8,705
+570
+7% +$55.7K 0.21% 109
2024
Q4
$1.15M Buy
8,135
+565
+7% +$79.7K 0.26% 87
2024
Q3
$1.12M Buy
7,570
+430
+6% +$63.8K 0.26% 87
2024
Q2
$1.13M Buy
7,140
+1,090
+18% +$173K 0.27% 82
2024
Q1
$752K Buy
6,050
+550
+10% +$68.4K 0.19% 124
2023
Q4
$374K Buy
+5,500
New +$374K 0.1% 184