Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.89M Buy
9,813
+3,191
+48% +$941K 0.38% 43
2025
Q1
$1.65M Buy
6,622
+1,630
+33% +$405K 0.36% 44
2024
Q4
$1.1M Buy
4,992
+53
+1% +$11.6K 0.33% 54
2024
Q3
$1.09M Sell
4,939
-58
-1% -$12.8K 0.36% 55
2024
Q2
$949K Hold
4,997
0.41% 55
2024
Q1
$949K Sell
4,997
-100
-2% -$19K 0.41% 55
2023
Q4
$834K Buy
+5,097
New +$834K 0.4% 55