Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.86M Sell
35,535
-194
-0.5% -$21.1K 0.45% 56
2025
Q1
$2.61M Buy
35,729
+1,535
+4% +$112K 0.33% 76
2024
Q4
$2.9M Buy
34,194
+9,083
+36% +$771K 0.35% 79
2024
Q3
$2.27M Buy
25,111
+6,667
+36% +$604K 0.27% 88
2024
Q2
$1.49M Buy
+18,444
New +$1.49M 0.18% 107