Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.3M Buy
14,619
+5,813
+66% +$1.71M 0.07% 144
2025
Q1
$2.34M Buy
8,806
+2,129
+32% +$567K 0.04% 200
2024
Q4
$1.68M Sell
6,677
-2,281
-25% -$574K 0.03% 236
2024
Q3
$1.97M Sell
8,958
-281
-3% -$61.9K 0.03% 212
2024
Q2
$1.59M Buy
+9,239
New +$1.59M 0.03% 258