Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
3,405
+278
+9% +$88.3K 0.75% 30
2025
Q1
$810K Sell
3,127
-147
-4% -$38.1K 0.64% 33
2024
Q4
$1.32M Sell
3,274
-124
-4% -$50.1K 0.95% 24
2024
Q3
$889K Buy
3,398
+179
+6% +$46.8K 0.65% 33
2024
Q2
$637K Buy
3,219
+339
+12% +$67.1K 0.52% 42
2024
Q1
$506K Buy
2,880
+672
+30% +$118K 0.46% 49
2023
Q4
$549K Buy
+2,208
New +$549K 0.64% 34