Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.76M Buy
120,770
+5,657
+5% +$317K 0.04% 463
2025
Q1
$2.49M Sell
115,113
-18,616
-14% -$403K 0.02% 804
2024
Q4
$2.84M Buy
133,729
+27,508
+26% +$584K 0.02% 732
2024
Q3
$859K Buy
+106,221
New +$859K 0.01% 1314