Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.28M Buy
7,506
+3,224
+75% +$980K 0.15% 107
2025
Q1
$1.15M Hold
4,282
0.09% 180
2024
Q4
$1.05M Sell
4,282
-7,817
-65% -$1.92M 0.08% 191
2024
Q3
$2.77M Hold
12,099
0.2% 83
2024
Q2
$2.44M Buy
+12,099
New +$2.44M 0.17% 100