Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Sell
1,444
-88
-6% -$87.1K 1.02% 16
2025
Q1
$1.45M Buy
1,532
+68
+5% +$64.3K 1.02% 17
2024
Q4
$1.34M Buy
1,464
+259
+21% +$237K 1% 17
2024
Q3
$1.07M Buy
1,205
+105
+10% +$93.1K 0.84% 16
2024
Q2
$935K Buy
1,100
+141
+15% +$120K 0.76% 18
2024
Q1
$703K Buy
+959
New +$703K 0.63% 20