Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.56M Buy
104,487
+24,351
+30% +$596K 0.09% 232
2025
Q1
$2.22M Buy
80,136
+3,370
+4% +$93.3K 0.09% 235
2024
Q4
$2.5M Sell
76,766
-472
-0.6% -$15.4K 0.1% 218
2024
Q3
$2.74M Buy
77,238
+4,003
+5% +$142K 0.12% 200
2024
Q2
$2.56M Buy
+73,235
New +$2.56M 0.12% 206