Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.29M Buy
23,309
+1,408
+6% +$501K 0.21% 65
2025
Q1
$7.67M Sell
21,901
-4,149
-16% -$1.45M 0.2% 60
2024
Q4
$8.25M Buy
26,050
+796
+3% +$252K 0.2% 62
2024
Q3
$6.94M Buy
25,254
+4,872
+24% +$1.34M 0.17% 77
2024
Q2
$5.35M Buy
20,382
+232
+1% +$60.9K 0.14% 77
2024
Q1
$5.62M Buy
20,150
+2,351
+13% +$656K 0.16% 82
2023
Q4
$4.63M Buy
+17,799
New +$4.63M 0.14% 80