Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
14,823
+2,575
+21% +$183K 0.3% 69
2025
Q1
$778K Sell
12,248
-1,457
-11% -$92.5K 0.25% 80
2024
Q4
$1.04M Buy
13,705
+3,153
+30% +$239K 0.3% 70
2024
Q3
$933K Buy
10,552
+1,771
+20% +$157K 0.31% 68
2024
Q2
$676K Buy
8,781
+643
+8% +$49.5K 0.24% 82
2024
Q1
$765K Buy
8,138
+996
+14% +$93.6K 0.29% 77
2023
Q4
$775K Buy
+7,142
New +$775K 0.32% 72