Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.95M Buy
95,867
+25,365
+36% +$1.31M 0.08% 192
2025
Q1
$4.12M Sell
70,502
-105
-0.1% -$6.13K 0.07% 203
2024
Q4
$4.53M Buy
70,607
+27,467
+64% +$1.76M 0.07% 203
2024
Q3
$2.06M Buy
+43,140
New +$2.06M 0.03% 213