Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.61M Buy
253,540
+25,209
+11% +$558K 0.39% 93
2025
Q1
$5.62M Sell
228,331
-30,795
-12% -$759K 0.45% 83
2024
Q4
$6.87M Hold
259,126
0.46% 78
2024
Q3
$7.48M Buy
259,126
+37,831
+17% +$1.09M 0.5% 78
2024
Q2
$6.19M Buy
221,295
+1,771
+0.8% +$49.5K 0.55% 70
2024
Q1
$6.09M Buy
+219,524
New +$6.09M 0.52% 79