Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.5M Buy
17,574
+8,770
+100% +$1.25M 0.48% 38
2025
Q1
$940K Sell
8,804
-7
-0.1% -$748 0.21% 63
2024
Q4
$1.09M Sell
8,811
-2
-0% -$247 0.32% 52
2024
Q3
$1.26M Sell
8,813
-224
-2% -$32K 0.37% 48
2024
Q2
$1.48M Buy
+9,037
New +$1.48M 0.46% 33