Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.33M Buy
28,952
+1,160
+4% +$254K 0.68% 59
2025
Q1
$3.89M Sell
27,792
-41,285
-60% -$5.77M 0.47% 59
2024
Q4
$11.5M Buy
69,077
+3,271
+5% +$545K 1.26% 19
2024
Q3
$11.2M Hold
65,806
1.2% 18
2024
Q2
$9.29M Buy
65,806
+38,277
+139% +$5.4M 0.96% 25
2024
Q1
$3.46M Buy
+27,529
New +$3.46M 0.35% 68