Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.58M Buy
36,274
+8,910
+33% +$879K 0.18% 93
2025
Q1
$2.86M Sell
27,364
-31,358
-53% -$3.27M 0.16% 101
2024
Q4
$7.94M Buy
58,722
+6,072
+12% +$821K 0.44% 54
2024
Q3
$8.21M Buy
52,650
+7,093
+16% +$1.11M 0.48% 49
2024
Q2
$6.74M Buy
45,557
+1,679
+4% +$249K 0.43% 53
2024
Q1
$7.78M Buy
+43,878
New +$7.78M 0.53% 48