Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.77M Buy
8,209
+1,774
+28% +$598K 0.4% 77
2025
Q1
$1.35M Buy
6,435
+3,016
+88% +$631K 0.25% 118
2024
Q4
$695K Sell
3,419
-348
-9% -$70.8K 0.19% 190
2024
Q3
$656K Sell
3,767
-1,227
-25% -$214K 0.17% 181
2024
Q2
$643K Buy
+4,994
New +$643K 0.23% 150