Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.52M Buy
4,376
+926
+27% +$534K 0.09% 174
2025
Q1
$1.95M Buy
3,450
+1,013
+42% +$573K 0.08% 178
2024
Q4
$1.46M Sell
2,437
-130
-5% -$78K 0.06% 193
2024
Q3
$1.5M Buy
2,567
+1,070
+71% +$624K 0.1% 157
2024
Q2
$721K Buy
1,497
+722
+93% +$348K 0.06% 196
2024
Q1
$434K Buy
+775
New +$434K 0.04% 240