Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.53M Buy
7,851
+598
+8% +$345K 0.05% 301
2025
Q1
$4.1M Sell
7,253
-441
-6% -$249K 0.06% 276
2024
Q4
$4.62M Buy
7,694
+752
+11% +$451K 0.08% 222
2024
Q3
$4.05M Sell
6,942
-2,510
-27% -$1.46M 0.1% 195
2024
Q2
$4.55M Buy
9,452
+99
+1% +$47.7K 0.13% 157
2024
Q1
$5.24M Sell
9,353
-977
-9% -$548K 0.11% 208
2023
Q4
$5.84M Buy
10,330
+1,760
+21% +$996K 0.15% 170
2023
Q3
$4.4M Buy
+8,570
New +$4.4M 0.14% 169