Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.14M Buy
79,301
+7,647
+11% +$785K 0.11% 152
2025
Q1
$6.27M Sell
71,654
-2,810
-4% -$246K 0.1% 172
2024
Q4
$7.49M Buy
+74,464
New +$7.49M 0.1% 161
2024
Q2
Sell
-24,039
Closed -$2.05M 340
2024
Q1
$2.05M Buy
+24,039
New +$2.05M 0.08% 171