Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
4,414
+512
+13% +$147K 0.42% 36
2025
Q1
$1.12M Sell
3,902
-35
-0.9% -$10K 0.44% 36
2024
Q4
$972K Sell
3,937
-13
-0.3% -$3.21K 0.39% 38
2024
Q3
$987K Buy
+3,950
New +$987K 0.41% 37