Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.27M Buy
140,469
+2,075
+1% +$18.8K 0.03% 213
2025
Q1
$889K Buy
138,394
+4,085
+3% +$26.2K 0.02% 236
2024
Q4
$1.28M Sell
134,309
-22,331
-14% -$212K 0.03% 221
2024
Q3
$1.28M Sell
156,640
-356,926
-69% -$2.92M 0.03% 221
2024
Q2
$6.95M Buy
+513,566
New +$6.95M 0.14% 109