Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.66M Buy
12,564
+5,299
+73% +$701K 0.18% 81
2025
Q1
$868K Sell
7,265
-73
-1% -$8.72K 0.11% 93
2024
Q4
$964K Buy
7,338
+121
+2% +$15.9K 0.12% 91
2024
Q3
$1.19M Sell
7,217
-339
-4% -$55.9K 0.17% 78
2024
Q2
$1.15M Buy
7,556
+339
+5% +$51.4K 0.16% 77
2024
Q1
$1.19M Sell
7,217
-97
-1% -$16K 0.17% 79
2023
Q4
$996K Sell
7,314
-172
-2% -$23.4K 0.16% 86
2023
Q3
$1.03M Buy
7,486
+71
+1% +$9.74K 0.19% 84
2023
Q2
$950K Buy
+7,415
New +$950K 0.17% 87