Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Buy
80,062
+46,230
+137% +$679K 0.17% 171
2025
Q1
$292K Sell
33,832
-82,833
-71% -$714K 0.06% 387
2024
Q4
$944K Buy
116,665
+72,709
+165% +$588K 0.26% 140
2024
Q3
$316K Sell
43,956
-184
-0.4% -$1.32K 0.08% 269
2024
Q2
$425K Buy
+44,140
New +$425K 0.15% 201