Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.33M Buy
3,718
+162
+5% +$145K 0.18% 77
2025
Q1
$2.42M Buy
3,556
+1,181
+50% +$803K 0.15% 83
2024
Q4
$1.5M Sell
2,375
-2,383
-50% -$1.5M 0.09% 97
2024
Q3
$3.68M Buy
4,758
+190
+4% +$147K 0.22% 74
2024
Q2
$3.77M Buy
+4,568
New +$3.77M 0.24% 71