Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.98M Buy
121,905
+11,291
+10% +$739K 0.55% 61
2025
Q1
$7.28M Sell
110,614
-12,817
-10% -$843K 0.59% 61
2024
Q4
$7.55M Hold
123,431
0.51% 68
2024
Q3
$7.06M Buy
123,431
+25,287
+26% +$1.45M 0.47% 87
2024
Q2
$4.9M Buy
98,144
+684
+0.7% +$34.1K 0.44% 93
2024
Q1
$5.57M Buy
+97,460
New +$5.57M 0.48% 83