Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.3M Buy
31,770
+7,736
+32% +$2.76M 0.2% 128
2025
Q1
$9.59M Sell
24,034
-202
-0.8% -$80.6K 0.19% 149
2024
Q4
$8.7M Buy
24,236
+1,484
+7% +$533K 0.16% 160
2024
Q3
$7.87M Sell
22,752
-1,081
-5% -$374K 0.14% 171
2024
Q2
$7M Buy
+23,833
New +$7M 0.12% 171