Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.97M Buy
757,280
+140,315
+23% +$1.48M 0.18% 68
2025
Q1
$7.66M Buy
616,965
+463,250
+301% +$5.75M 0.17% 70
2024
Q4
$1.98M Sell
153,715
-30,578
-17% -$394K 0.04% 90
2024
Q3
$3.7M Buy
184,293
+5,945
+3% +$119K 0.08% 80
2024
Q2
$3.13M Buy
178,348
+687
+0.4% +$12.1K 0.07% 80
2024
Q1
$3.19M Buy
+177,661
New +$3.19M 0.07% 84