Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.36M Buy
4,189
+19
+0.5% +$15.2K 0.17% 97
2025
Q1
$2.76M Buy
4,170
+364
+10% +$241K 0.16% 100
2024
Q4
$2.64M Buy
3,806
+598
+19% +$414K 0.14% 100
2024
Q3
$2.67M Buy
+3,208
New +$2.67M 0.14% 102
2024
Q2
Sell
-1,878
Closed -$1.82M 205
2024
Q1
$1.82M Buy
+1,878
New +$1.82M 0.11% 104