Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.57M Buy
31,388
+550
+2% +$115K 0.22% 101
2025
Q1
$5.59M Sell
30,838
-44,585
-59% -$8.09M 0.2% 109
2024
Q4
$14.3M Buy
75,423
+2,686
+4% +$509K 0.51% 50
2024
Q3
$13.2M Buy
+72,737
New +$13.2M 0.47% 57