Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
3,227
+383
+13% +$122K 0.14% 96
2025
Q1
$737K Buy
2,844
+39
+1% +$10.1K 0.1% 107
2024
Q4
$1.13M Sell
2,805
-164
-6% -$66.2K 0.24% 48
2024
Q3
$777K Buy
+2,969
New +$777K 0.16% 28