Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.22M Buy
45,051
+12,874
+40% +$634K 0.1% 99
2025
Q1
$1.42M Sell
32,177
-3,471
-10% -$154K 0.07% 119
2024
Q4
$1.68M Sell
35,648
-4,850
-12% -$228K 0.08% 107
2024
Q3
$1.91M Sell
40,498
-1,968
-5% -$92.7K 0.09% 99
2024
Q2
$1.6M Buy
+42,466
New +$1.6M 0.09% 98