Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.34M Sell
10,705
-381
-3% -$83.3K 0.29% 92
2025
Q1
$1.56M Buy
11,086
+323
+3% +$45.5K 0.19% 140
2024
Q4
$1.79M Buy
10,763
+3,562
+49% +$594K 0.22% 127
2024
Q3
$1.23M Sell
7,201
-116
-2% -$19.8K 0.17% 146
2024
Q2
$1.03M Buy
7,317
+1,240
+20% +$175K 0.15% 156
2024
Q1
$763K Buy
+6,077
New +$763K 0.12% 174