Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Sell
3,463
-392
-10% -$152K 0.26% 107
2025
Q1
$1.35M Buy
3,855
+411
+12% +$144K 0.31% 81
2024
Q4
$1.51M Buy
3,444
+295
+9% +$129K 0.33% 75
2024
Q3
$1.52M Buy
3,149
+817
+35% +$395K 0.38% 66
2024
Q2
$1.32M Buy
+2,332
New +$1.32M 0.4% 62
2023
Q4
$1.07M Buy
+1,789
New +$1.07M 0.43% 54