Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.03M Buy
39,502
+1,703
+5% +$87.7K 0.12% 162
2025
Q1
$2.02M Sell
37,799
-707
-2% -$37.8K 0.13% 151
2024
Q4
$1.84M Buy
38,506
+10,705
+39% +$512K 0.11% 172
2024
Q3
$1.24M Sell
27,801
-1,271
-4% -$56.5K 0.08% 247
2024
Q2
$1.24M Buy
+29,072
New +$1.24M 0.09% 216