Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.2M Buy
+2,451
New +$2.2M 0.57% 42
2024
Q4
$1.63M Sell
2,587
-208
-7% -$131K 0.49% 53
2024
Q3
$2.16M Sell
2,795
-66
-2% -$51.1K 0.66% 37
2024
Q2
$2.36M Sell
2,861
-92
-3% -$75.9K 0.76% 27
2024
Q1
$2.06M Buy
+2,953
New +$2.06M 0.7% 30