Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.14M Buy
44,159
+5,845
+15% +$945K 0.06% 328
2025
Q1
$4.09M Sell
38,314
-6,265
-14% -$669K 0.04% 473
2024
Q4
$5.5M Sell
44,579
-5,087
-10% -$628K 0.04% 393
2024
Q3
$7.1M Buy
49,666
+705
+1% +$101K 0.05% 417
2024
Q2
$8.01M Buy
+48,961
New +$8.01M 0.06% 372