Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.99M Buy
16,268
+6,096
+60% +$747K 0.16% 183
2025
Q1
$927K Sell
10,172
-5,243
-34% -$478K 0.09% 292
2024
Q4
$1.78M Sell
15,415
-1,292
-8% -$149K 0.18% 170
2024
Q3
$1.98M Sell
16,707
-8,005
-32% -$949K 0.21% 141
2024
Q2
$3.41M Buy
+24,712
New +$3.41M 0.37% 76