Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.99M Buy
18,273
+1,397
+8% +$305K 0.59% 51
2025
Q1
$2.3M Sell
16,876
-959
-5% -$130K 0.38% 71
2024
Q4
$2.57M Buy
17,835
+2,238
+14% +$322K 0.46% 66
2024
Q3
$1.87M Buy
15,597
+4,502
+41% +$539K 0.37% 81
2024
Q2
$1.21M Buy
11,095
+1,531
+16% +$167K 0.34% 79
2024
Q1
$1.28M Buy
+9,564
New +$1.28M 0.36% 80