Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.16M Buy
11,312
+590
+6% +$165K 0.79% 72
2025
Q1
$3.34M Sell
10,722
-50
-0.5% -$15.6K 0.87% 63
2024
Q4
$2.81M Sell
10,772
-10
-0.1% -$2.61K 0.74% 77
2024
Q3
$3.47M Sell
10,782
-125
-1% -$40.3K 0.91% 58
2024
Q2
$3.41M Buy
10,907
+472
+5% +$147K 0.96% 41
2024
Q1
$2.97M Buy
10,435
+343
+3% +$97.5K 0.85% 66
2023
Q4
$2.91M Buy
+10,092
New +$2.91M 0.95% 43