Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.64M Buy
67,280
+4,050
+6% +$279K 0.02% 191
2025
Q1
$4.36M Hold
63,230
0.02% 193
2024
Q4
$3.89M Sell
63,230
-1,897
-3% -$117K 0.02% 195
2024
Q3
$4.04M Sell
65,127
-4,523
-6% -$280K 0.02% 201
2024
Q2
$3.69M Buy
69,650
+6,090
+10% +$323K 0.02% 201
2024
Q1
$3.39M Buy
+63,560
New +$3.39M 0.02% 216