Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Buy
5,817
+291
+5% +$61.3K 0.1% 231
2025
Q1
$942K Buy
5,526
+5,520
+92,000% +$941K 0.08% 262
2024
Q4
$1.06K Sell
6
-5,630
-100% -$997K 0.1% 225
2024
Q3
$856K Buy
5,636
+592
+12% +$89.9K 0.07% 287
2024
Q2
$918K Sell
5,044
-16
-0.3% -$2.91K 0.08% 255
2024
Q1
$976K Sell
5,060
-5,432
-52% -$1.05M 0.09% 235
2023
Q4
$2.73M Sell
10,492
-580
-5% -$151K 0.28% 81
2023
Q3
$2.12M Buy
+11,072
New +$2.12M 0.23% 94