Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.67M Buy
59,800
+2,501
+4% +$153K 0.49% 39
2025
Q1
$3.33M Sell
57,299
-12,943
-18% -$751K 0.49% 40
2024
Q4
$3.75M Sell
70,242
-212
-0.3% -$11.3K 0.53% 36
2024
Q3
$3.07M Buy
70,454
+559
+0.8% +$24.4K 0.44% 42
2024
Q2
$2.5M Buy
+69,895
New +$2.5M 0.38% 48