Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.07M Buy
35,635
+3,100
+10% +$92.8K 0.05% 148
2025
Q1
$1.1M Buy
32,535
+590
+2% +$19.9K 0.05% 140
2024
Q4
$944K Sell
31,945
-7,052
-18% -$208K 0.05% 154
2024
Q3
$1.22M Buy
38,997
+987
+3% +$31K 0.06% 130
2024
Q2
$1.37M Buy
+38,010
New +$1.37M 0.08% 105