Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Buy
43,904
+7,871
+22% +$240K 0.79% 15
2025
Q1
$1.22M Sell
36,033
-7,451
-17% -$252K 0.75% 17
2024
Q4
$1.29M Sell
43,484
-60
-0.1% -$1.77K 0.78% 16
2024
Q3
$1.39M Sell
43,544
-2,486
-5% -$79.6K 0.79% 15
2024
Q2
$1.66M Buy
+46,030
New +$1.66M 1.08% 12