Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.14M Buy
116,575
+6,580
+6% +$234K 0.13% 96
2025
Q1
$4.02M Buy
109,995
+8,688
+9% +$318K 0.17% 98
2024
Q4
$3.79M Sell
101,307
-1,631
-2% -$61K 0.02% 92
2024
Q3
$4.29M Sell
102,938
-17,607
-15% -$734K 0.18% 77
2024
Q2
$4.66M Buy
120,545
+25,145
+26% +$972K 0.23% 73
2024
Q1
$4.12M Buy
+95,400
New +$4.12M 0.19% 80