Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Sell
4,534
-86
-2% -$20.1K 0.88% 35
2025
Q1
$879K Buy
4,620
+29
+0.6% +$5.52K 0.85% 38
2024
Q4
$1.01M Buy
4,591
+35
+0.8% +$7.68K 0.94% 32
2024
Q3
$849K Buy
4,556
+8
+0.2% +$1.49K 0.83% 38
2024
Q2
$879K Buy
+4,548
New +$879K 0.93% 32