Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.78M Buy
50,000
+5,000
+11% +$478K 0.33% 105
2025
Q1
$4.37M Sell
45,000
-2,900
-6% -$281K 0.35% 106
2024
Q4
$5.24M Hold
47,900
0.35% 101
2024
Q3
$5.5M Buy
47,900
+7,500
+19% +$862K 0.37% 105
2024
Q2
$4.03M Hold
40,400
0.36% 108
2024
Q1
$4.46M Buy
+40,400
New +$4.46M 0.38% 99