Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.62M Sell
38,795
-1,647
-4% -$154K 0.89% 35
2025
Q1
$2.95M Buy
40,442
+3,650
+10% +$266K 0.71% 46
2024
Q4
$2.22M Sell
36,792
-9,470
-20% -$571K 0.52% 53
2024
Q3
$3.48M Buy
46,262
+6,206
+15% +$466K 0.8% 41
2024
Q2
$2.91M Buy
+40,056
New +$2.91M 0.72% 46