Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
15,407
-4,123
-21% -$293K 0.42% 41
2025
Q1
$1.24M Buy
19,530
+2,150
+12% +$136K 0.5% 39
2024
Q4
$1.32M Buy
17,380
+530
+3% +$40.1K 0.55% 37
2024
Q3
$1.49M Buy
16,850
+2,709
+19% +$239K 0.64% 35
2024
Q2
$1.07M Buy
14,141
+6,361
+82% +$479K 0.51% 41
2024
Q1
$731K Buy
7,780
+2,079
+36% +$195K 0.46% 47
2023
Q4
$619K Buy
+5,701
New +$619K 0.43% 46