Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
3,495
+48
+1% +$14.1K 0.67% 37
2025
Q1
$857K Sell
3,447
-102
-3% -$25.4K 0.57% 45
2024
Q4
$780K Buy
3,549
+85
+2% +$18.7K 0.53% 45
2024
Q3
$766K Buy
3,464
+331
+11% +$73.2K 0.55% 45
2024
Q2
$542K Buy
+3,133
New +$542K 0.4% 51