Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.61M Buy
162,881
+8,052
+5% +$179K 0.16% 73
2025
Q1
$3.56M Buy
154,829
+6,613
+4% +$152K 0.18% 71
2024
Q4
$3.43M Sell
148,216
-45,117
-23% -$1.05M 0.17% 69
2024
Q3
$6.72M Sell
193,333
-21,541
-10% -$749K 0.33% 42
2024
Q2
$6.96M Buy
+214,874
New +$6.96M 0.39% 40