Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.47M Sell
1,481
-16
-1% -$15.8K 0.34% 52
2025
Q1
$1.42M Buy
1,497
+13
+0.9% +$12.3K 0.4% 42
2024
Q4
$1.36M Buy
1,484
+115
+8% +$105K 0.39% 41
2024
Q3
$1.21M Buy
1,369
+329
+32% +$292K 0.45% 35
2024
Q2
$884K Buy
1,040
+526
+102% +$447K 0.45% 37
2024
Q1
$377K Buy
+514
New +$377K 0.35% 78