Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.11M Buy
7,029
+2,234
+47% +$672K 0.51% 21
2025
Q1
$1.29M Buy
4,795
+3,696
+336% +$992K 0.4% 47
2024
Q4
$444K Sell
1,099
-5
-0.5% -$2.02K 0.14% 74
2024
Q3
$289K Buy
+1,104
New +$289K 0.1% 97