Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.85M Buy
50,478
+207
+0.4% +$24K 0.21% 98
2025
Q1
$5.04M Buy
50,271
+629
+1% +$63.1K 0.2% 105
2024
Q4
$5.59M Sell
49,642
-88,391
-64% -$9.95M 0.21% 105
2024
Q3
$16.2M Buy
138,033
+3,070
+2% +$360K 0.51% 45
2024
Q2
$12.7M Buy
+134,963
New +$12.7M 0.46% 58