Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.52M Buy
55,312
+1,814
+3% +$148K 0.22% 87
2025
Q1
$5.31M Buy
53,498
+1,203
+2% +$119K 0.29% 66
2024
Q4
$5.25M Sell
52,295
-3,814
-7% -$383K 0.29% 66
2024
Q3
$5.11M Sell
56,109
-605
-1% -$55.1K 0.3% 72
2024
Q2
$4.63M Sell
56,714
-1,120
-2% -$91.3K 0.3% 67
2024
Q1
$4.64M Buy
+57,834
New +$4.64M 0.31% 70