Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.02M Buy
32,946
+518
+2% +$110K 0.25% 80
2025
Q1
$4.96M Buy
32,428
+4,895
+18% +$748K 0.2% 107
2024
Q4
$5.91M Sell
27,533
-44,842
-62% -$9.62M 0.22% 95
2024
Q3
$12.4M Buy
72,375
+744
+1% +$128K 0.39% 72
2024
Q2
$8.91M Buy
+71,631
New +$8.91M 0.32% 104