Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Sell
5,285
-874
-14% -$258K 0.66% 44
2025
Q1
$1.53M Buy
6,159
+1,038
+20% +$258K 0.76% 35
2024
Q4
$1.13M Buy
5,121
+74
+1% +$16.3K 0.59% 42
2024
Q3
$1.12M Buy
+5,047
New +$1.12M 0.59% 45