Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.79M Buy
28,507
+14,237
+100% +$1.39M 1.11% 21
2025
Q1
$1.26M Sell
14,270
-2,781
-16% -$245K 0.67% 35
2024
Q4
$1.54M Buy
17,051
+39
+0.2% +$3.53K 0.78% 35
2024
Q3
$1.37M Buy
17,012
+3,811
+29% +$308K 1.13% 16
2024
Q2
$894K Buy
13,201
+509
+4% +$34.5K 0.58% 36
2024
Q1
$766K Buy
12,692
+89
+0.7% +$5.37K 0.85% 28
2023
Q4
$665K Buy
+12,603
New +$665K 0.84% 28