Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Sell
12,326
-1,984
-14% -$200K 0.24% 111
2025
Q1
$1.58M Buy
14,310
+1,198
+9% +$132K 0.36% 72
2024
Q4
$1.65M Buy
13,112
+2,593
+25% +$326K 0.35% 67
2024
Q3
$1.41M Buy
10,519
+3,481
+49% +$468K 0.35% 72
2024
Q2
$909K Buy
+7,038
New +$909K 0.27% 77