Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.8M Buy
15,067
+148
+1% +$27.5K 0.24% 43
2025
Q1
$3.13M Sell
14,919
-43
-0.3% -$9.01K 0.3% 38
2024
Q4
$2.66M Buy
14,962
+987
+7% +$175K 0.26% 34
2024
Q3
$2.37M Buy
13,975
+4,723
+51% +$801K 0.23% 38
2024
Q2
$1.59M Buy
9,252
+4,042
+78% +$693K 0.18% 45
2024
Q1
$949K Buy
+5,210
New +$949K 0.24% 49