Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.46M Buy
4,502
+1,032
+30% +$1.02M 1.55% 16
2025
Q1
$3.28M Sell
3,470
-587
-14% -$555K 1.39% 17
2024
Q4
$3.72M Buy
4,057
+169
+4% +$155K 1.55% 17
2024
Q3
$3.45M Buy
3,888
+210
+6% +$186K 1.71% 13
2024
Q2
$3.13M Buy
3,678
+32
+0.9% +$27.2K 1.48% 16
2024
Q1
$2.67M Sell
3,646
-321
-8% -$235K 1.3% 23
2023
Q4
$2.62M Buy
+3,967
New +$2.62M 1.65% 10