Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.35M Buy
14,863
+61
+0.4% +$9.64K 1.33% 20
2025
Q1
$1.6M Sell
14,802
-730
-5% -$79.1K 0.96% 29
2024
Q4
$2.09M Buy
15,532
+3,678
+31% +$494K 1.22% 21
2024
Q3
$1.44M Buy
+11,854
New +$1.44M 0.89% 29