Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.05M Sell
37,307
-2,686
-7% -$219K 0.25% 101
2025
Q1
$3.97M Buy
39,993
+2,437
+6% +$242K 0.37% 69
2024
Q4
$3.77M Sell
37,556
-808
-2% -$81.1K 0.4% 66
2024
Q3
$3.5M Buy
38,364
+6,375
+20% +$581K 0.38% 68
2024
Q2
$2.61M Buy
31,989
+513
+2% +$41.8K 0.31% 78
2024
Q1
$2.52M Buy
31,476
+5,599
+22% +$449K 0.32% 78
2023
Q4
$1.82M Buy
+25,877
New +$1.82M 0.29% 88