Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Buy
3,806
+254
+7% +$90.2K 0.33% 65
2025
Q1
$1.24M Buy
3,552
+54
+2% +$18.9K 0.35% 56
2024
Q4
$1.11M Buy
3,498
+18
+0.5% +$5.69K 0.33% 60
2024
Q3
$957K Buy
3,480
+210
+6% +$57.7K 0.3% 60
2024
Q2
$858K Sell
3,270
-253
-7% -$66.4K 0.31% 60
2024
Q1
$983K Buy
3,523
+666
+23% +$186K 0.39% 48
2023
Q4
$744K Buy
2,857
+537
+23% +$140K 0.32% 56
2023
Q3
$534K Sell
2,320
-464
-17% -$107K 0.27% 68
2023
Q2
$661K Buy
2,784
+517
+23% +$123K 0.34% 56
2023
Q1
$511K Buy
+2,267
New +$511K 0.33% 63