Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Buy
8,236
+283
+4% +$45.1K 0.11% 86
2025
Q1
$1.22M Buy
7,953
+134
+2% +$20.6K 0.11% 84
2024
Q4
$1.2M Sell
7,819
-935
-11% -$144K 0.11% 80
2024
Q3
$1.49M Sell
8,754
-30
-0.3% -$5.1K 0.13% 77
2024
Q2
$1.75M Buy
+8,784
New +$1.75M 0.18% 59