Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.73M Buy
89,979
+54,628
+155% +$1.05M 0.71% 76
2025
Q1
$520K Sell
35,351
-34,342
-49% -$505K 0.23% 131
2024
Q4
$1.86M Buy
69,693
+14,077
+25% +$376K 0.79% 51
2024
Q3
$1.43M Buy
55,616
+40,164
+260% +$1.03M 0.61% 97
2024
Q2
$511K Buy
+15,452
New +$511K 0.66% 67