Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.28M Buy
4,863
+2,519
+107% +$1.18M 1.02% 35
2025
Q1
$1.09M Sell
2,344
-46
-2% -$21.4K 0.54% 45
2024
Q4
$1.05M Buy
2,390
+62
+3% +$27.2K 0.48% 50
2024
Q3
$1.11M Buy
+2,328
New +$1.11M 0.55% 48