Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Buy
15,247
+1,822
+14% +$170K 0.06% 194
2025
Q1
$978K Sell
13,425
-8,279
-38% -$603K 0.04% 273
2024
Q4
$1.31M Buy
21,704
+1,761
+9% +$106K 0.04% 249
2024
Q3
$1.5M Sell
19,943
-356
-2% -$26.8K 0.05% 226
2024
Q2
$1.48M Buy
20,299
+13,734
+209% +$998K 0.06% 202
2024
Q1
$505K Buy
+6,565
New +$505K 0.02% 433