Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.43M Buy
321,720
+60,228
+23% +$1.2M 0.04% 258
2025
Q1
$7.84M Buy
261,492
+31,455
+14% +$944K 0.04% 245
2024
Q4
$8.05M Sell
230,037
-17,971
-7% -$629K 0.05% 252
2024
Q3
$7.94M Buy
248,008
+10,671
+4% +$341K 0.03% 250
2024
Q2
$7.12M Buy
237,337
+58,933
+33% +$1.77M 0.03% 246
2024
Q1
$5.17M Buy
+178,404
New +$5.17M 0.02% 290