Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
27,330
+5,700
+26% +$219K 0.06% 219
2025
Q1
$838K Sell
21,630
-1,208
-5% -$46.8K 0.05% 231
2024
Q4
$772K Buy
22,838
+2,508
+12% +$84.8K 0.05% 239
2024
Q3
$831K Buy
20,330
+6,708
+49% +$274K 0.05% 228
2024
Q2
$524K Buy
+13,622
New +$524K 0.04% 260