Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.73M Buy
13,262
+2,957
+29% +$1.05M 2.48% 14
2025
Q1
$4.11M Sell
10,305
-333
-3% -$133K 2.46% 17
2024
Q4
$3.82M Sell
10,638
-14
-0.1% -$5.03K 2.07% 21
2024
Q3
$3.69M Buy
10,652
+712
+7% +$246K 2.03% 22
2024
Q2
$2.92M Buy
9,940
+3,535
+55% +$1.04M 1.88% 20
2024
Q1
$2.14M Buy
+6,405
New +$2.14M 1.36% 25