Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.19M Sell
49,475
-870
-2% -$38.5K 1.65% 32
2025
Q1
$1.67M Buy
50,345
+575
+1% +$19.1K 1.32% 35
2024
Q4
$1.81M Sell
49,770
-6,350
-11% -$231K 1.43% 32
2024
Q3
$1.59M Buy
56,120
+12,590
+29% +$356K 1.12% 35
2024
Q2
$1.12M Buy
+43,530
New +$1.12M 0.82% 36