Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.66M Buy
42,747
+1,266
+3% +$49.2K 1.36% 26
2025
Q1
$1.63M Sell
41,481
-4,279
-9% -$168K 1.43% 26
2024
Q4
$1.56M Buy
45,760
+5,417
+13% +$185K 1.38% 27
2024
Q3
$1.67M Sell
40,343
-849
-2% -$35K 1.44% 30
2024
Q2
$1.6M Buy
41,192
+909
+2% +$35.3K 1.51% 27
2024
Q1
$1.74M Buy
+40,283
New +$1.74M 1.72% 22