Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.4M Buy
45,655
+28,530
+167% +$13.4M 0.83% 29
2025
Q1
$7.97M Sell
17,125
-10,551
-38% -$4.91M 0.33% 71
2024
Q4
$11.6M Buy
27,676
+9,206
+50% +$3.85M 0.47% 42
2024
Q3
$8.81M Sell
18,470
-17,763
-49% -$8.47M 0.38% 60
2024
Q2
$15.9M Buy
+36,233
New +$15.9M 0.74% 32