Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.2M Buy
56,476
+11,128
+25% +$1.62M 0.28% 92
2025
Q1
$5.74M Buy
45,348
+10,294
+29% +$1.3M 0.21% 105
2024
Q4
$3.64M Sell
35,054
-757
-2% -$78.7K 0.13% 161
2024
Q3
$3.06M Buy
35,811
+46
+0.1% +$3.92K 0.11% 171
2024
Q2
$2.52M Buy
35,765
+3,173
+10% +$224K 0.1% 189
2024
Q1
$2.05M Buy
+32,592
New +$2.05M 0.08% 227