Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.87M Sell
64,768
-79,181
-55% -$2.29M 0.1% 167
2025
Q1
$4.13M Buy
143,949
+33,759
+31% +$969K 0.24% 90
2024
Q4
$4.93M Buy
110,190
+21,806
+25% +$976K 0.27% 80
2024
Q3
$3.91M Buy
+88,384
New +$3.91M 0.21% 106