Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Buy
6,701
+623
+10% +$98.2K 0.05% 149
2025
Q1
$1.07M Sell
6,078
-123,389
-95% -$21.8M 0.05% 142
2024
Q4
$25.4M Buy
129,467
+4,222
+3% +$830K 1.28% 23
2024
Q3
$29.7M Buy
125,245
+2,912
+2% +$690K 1.47% 22
2024
Q2
$25.9M Buy
+122,333
New +$25.9M 1.44% 23