Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.78M Buy
8,934
+523
+6% +$280K 0.05% 347
2025
Q1
$3.11M Sell
8,411
-192
-2% -$71K 0.03% 437
2024
Q4
$3.9M Sell
8,603
-615
-7% -$279K 0.04% 388
2024
Q3
$3.97M Buy
9,218
+612
+7% +$263K 0.04% 405
2024
Q2
$3.14M Buy
+8,606
New +$3.14M 0.03% 444