Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Buy
4,757
+396
+9% +$111K 0.84% 18
2025
Q1
$1.36M Sell
4,361
-10
-0.2% -$3.12K 0.96% 19
2024
Q4
$1.14M Buy
4,371
+102
+2% +$26.6K 0.75% 17
2024
Q3
$1.38M Buy
4,269
+132
+3% +$42.5K 0.92% 15
2024
Q2
$1.29M Buy
4,137
+145
+4% +$45.3K 0.95% 15
2024
Q1
$1.07M Buy
3,992
+1,387
+53% +$371K 0.83% 16
2023
Q4
$750K Buy
+2,605
New +$750K 0.61% 24