Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.87M Buy
40,341
+2,864
+8% +$204K 0.09% 115
2025
Q1
$2.38M Buy
37,477
+8,203
+28% +$521K 0.1% 113
2024
Q4
$2.2M Sell
29,274
-7,709
-21% -$578K 0.01% 113
2024
Q3
$3.26M Sell
36,983
-5,393
-13% -$476K 0.14% 86
2024
Q2
$3.19M Buy
42,376
+10,785
+34% +$812K 0.16% 81
2024
Q1
$2.98M Buy
+31,591
New +$2.98M 0.14% 87