Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.77M Buy
8,726
+176
+2% +$55.9K 0.64% 38
2025
Q1
$2.22M Buy
8,550
+662
+8% +$172K 0.57% 39
2024
Q4
$3.19M Sell
7,888
-32
-0.4% -$12.9K 0.86% 26
2024
Q3
$2.07M Buy
7,920
+51
+0.6% +$13.3K 0.56% 41
2024
Q2
$1.56M Sell
7,869
-80
-1% -$15.8K 0.48% 45
2024
Q1
$1.4M Buy
7,949
+53
+0.7% +$9.32K 0.45% 46
2023
Q4
$1.96M Buy
+7,896
New +$1.96M 0.79% 33