Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.3M Buy
15,083
+478
+3% +$72.8K 0.94% 19
2025
Q1
$2.14M Sell
14,605
-475
-3% -$69.8K 0.96% 21
2024
Q4
$1.95M Buy
15,080
+2,370
+19% +$306K 0.88% 22
2024
Q3
$1.74M Buy
12,710
+6,860
+117% +$938K 0.83% 25
2024
Q2
$598K Buy
+5,850
New +$598K 0.31% 79