Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.87M Buy
41,640
+9,380
+29% +$647K 0.06% 95
2025
Q1
$2.22M Sell
32,260
-39,640
-55% -$2.73M 0.06% 120
2024
Q4
$4.43M Sell
71,900
-68,608
-49% -$4.22M 0.15% 55
2024
Q3
$8.71M Buy
+140,508
New +$8.71M 0.24% 31