Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.62M Buy
16,536
+432
+3% +$121K 0.23% 85
2025
Q1
$5.02M Sell
16,104
-492
-3% -$153K 0.27% 75
2024
Q4
$4.33M Buy
16,596
+1,675
+11% +$437K 0.24% 90
2024
Q3
$4.81M Buy
14,921
+72
+0.5% +$23.2K 0.28% 76
2024
Q2
$4.64M Buy
14,849
+7
+0% +$2.19K 0.3% 66
2024
Q1
$4.22M Buy
+14,842
New +$4.22M 0.29% 82