Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.53M Sell
23,161
-1,631
-7% -$248K 0.28% 87
2025
Q1
$3.64M Buy
24,792
+4,060
+20% +$596K 0.34% 79
2024
Q4
$2.68M Buy
20,732
+1,931
+10% +$249K 0.28% 91
2024
Q3
$2.57M Buy
18,801
+4,022
+27% +$550K 0.28% 89
2024
Q2
$1.51M Buy
+14,779
New +$1.51M 0.18% 122