Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.08M Buy
48,877
+7,872
+19% +$979K 0.09% 184
2025
Q1
$4.01M Sell
41,005
-1,278
-3% -$125K 0.06% 213
2024
Q4
$4.57M Buy
42,283
+457
+1% +$49.4K 0.06% 210
2024
Q3
$2.73M Buy
+41,826
New +$2.73M 0.04% 225