Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.66M Buy
108,901
+26,792
+33% +$655K 0.02% 427
2025
Q1
$2.27M Sell
82,109
-19,287
-19% -$534K 0.02% 431
2024
Q4
$3.31M Buy
101,396
+1,368
+1% +$44.6K 0.03% 371
2024
Q3
$3.59M Sell
100,028
-10,988
-10% -$394K 0.04% 348
2024
Q2
$3.89M Buy
111,016
+2,754
+3% +$96.4K 0.05% 305
2024
Q1
$3.27M Sell
108,262
-3,535
-3% -$107K 0.04% 330
2023
Q4
$3.36M Sell
111,797
-5,337
-5% -$161K 0.05% 324
2023
Q3
$3.01M Buy
+117,134
New +$3.01M 0.05% 310