Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.56M Buy
24,586
+791
+3% +$147K 0.22% 86
2025
Q1
$4.99M Sell
23,795
-6,717
-22% -$1.41M 0.27% 78
2024
Q4
$5.42M Buy
30,512
+1,702
+6% +$302K 0.3% 64
2024
Q3
$5.69M Sell
28,810
-439
-2% -$86.7K 0.34% 64
2024
Q2
$5.02M Buy
29,249
+3,384
+13% +$580K 0.32% 62
2024
Q1
$4.71M Buy
+25,865
New +$4.71M 0.32% 68