Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Buy
21,789
+2,143
+11% +$116K 0.02% 526
2025
Q1
$990K Sell
19,646
-460
-2% -$23.2K 0.02% 558
2024
Q4
$913K Buy
20,106
+702
+4% +$31.9K 0.01% 612
2024
Q3
$919K Buy
19,404
+1,903
+11% +$90.1K 0.01% 602
2024
Q2
$793K Buy
+17,501
New +$793K 0.01% 608