Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.4M Buy
55,606
+2,286
+4% +$181K 0.22% 89
2025
Q1
$4.79M Buy
53,320
+6,451
+14% +$579K 0.26% 85
2024
Q4
$4.66M Buy
46,869
+6,784
+17% +$675K 0.26% 80
2024
Q3
$4.55M Buy
40,085
+4,603
+13% +$523K 0.27% 83
2024
Q2
$4.39M Sell
35,482
-479
-1% -$59.3K 0.28% 76
2024
Q1
$4.75M Buy
+35,961
New +$4.75M 0.32% 67