Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Sell
3,484
-208
-6% -$73.1K 0.93% 25
2025
Q1
$1.17M Buy
3,692
+1,057
+40% +$335K 0.98% 25
2024
Q4
$889K Buy
2,635
+1,366
+108% +$461K 0.57% 32
2024
Q3
$404K Buy
1,269
+559
+79% +$178K 0.3% 42
2024
Q2
$228K Buy
710
+531
+297% +$171K 0.16% 57
2024
Q1
$62K Buy
+179
New +$62K 0.05% 103