Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.69M Buy
11,571
+1,080
+10% +$158K 0.51% 54
2025
Q1
$1.04M Buy
10,491
+560
+6% +$55.6K 0.36% 77
2024
Q4
$1.38M Sell
9,931
-114
-1% -$15.9K 0.48% 62
2024
Q3
$1.16M Buy
10,045
+31
+0.3% +$3.57K 0.42% 68
2024
Q2
$1.3M Buy
10,014
+415
+4% +$53.8K 0.5% 56
2024
Q1
$1.19M Buy
+9,599
New +$1.19M 0.49% 64