Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.57M Buy
+41,746
New +$8.57M 2.23% 6
2024
Q4
$10.2M Buy
40,825
+19
+0% +$4.76K 3.07% 4
2024
Q3
$9.51M Sell
40,806
-484
-1% -$113K 2.89% 4
2024
Q2
$8.7M Buy
41,290
+409
+1% +$86.1K 2.8% 5
2024
Q1
$7.01M Buy
+40,881
New +$7.01M 2.38% 4