Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.95M Buy
11,123
+885
+9% +$314K 0.75% 33
2025
Q1
$3.43M Sell
10,238
-47
-0.5% -$15.8K 0.78% 33
2024
Q4
$3.44M Buy
10,285
+1,176
+13% +$393K 0.74% 35
2024
Q3
$2.58M Buy
9,109
+943
+12% +$267K 0.64% 40
2024
Q2
$2.19M Buy
+8,166
New +$2.19M 0.66% 40
2023
Q4
$1.56M Buy
+5,974
New +$1.56M 0.63% 38