Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.68M Hold
18,722
0.06% 165
2025
Q1
$3.13M Sell
18,722
-46,761
-71% -$7.82M 0.08% 154
2024
Q4
$9.37M Buy
65,483
+1,020
+2% +$146K 0.24% 83
2024
Q3
$9.49M Buy
64,463
+230
+0.4% +$33.9K 0.26% 82
2024
Q2
$10M Buy
64,233
+6,758
+12% +$1.06M 0.3% 67
2024
Q1
$9.07M Buy
+57,475
New +$9.07M 0.29% 78