Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.15M Buy
73,160
+1,349
+2% +$132K 0.47% 42
2025
Q1
$6.3M Buy
71,811
+5,642
+9% +$495K 0.51% 43
2024
Q4
$5.98M Sell
66,169
-1,336
-2% -$121K 0.54% 38
2024
Q3
$5.45M Buy
67,505
+2,268
+3% +$183K 0.48% 43
2024
Q2
$4.42M Buy
65,237
+1,851
+3% +$125K 0.41% 47
2024
Q1
$3.81M Sell
63,386
-52,282
-45% -$3.15M 0.36% 51
2023
Q4
$6.08M Buy
115,668
+73,164
+172% +$3.84M 0.26% 60
2023
Q3
$2.27M Buy
+42,504
New +$2.27M 0.28% 55