Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.6M Buy
10,126
+799
+9% +$126K 1.02% 24
2025
Q1
$1.01M Sell
9,327
-21
-0.2% -$2.28K 0.71% 29
2024
Q4
$1.26M Buy
9,348
+130
+1% +$17.5K 0.89% 25
2024
Q3
$1.12M Sell
9,218
-1,197
-11% -$145K 0.8% 24
2024
Q2
$1.29M Buy
10,415
+2,165
+26% +$267K 0.81% 28
2024
Q1
$745K Buy
+8,250
New +$745K 0.47% 34