Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$936K Buy
38,280
+1,309
+4% +$32K 0.18% 95
2025
Q1
$1.02M Buy
36,971
+2,701
+8% +$74.8K 0.21% 84
2024
Q4
$1.12M Sell
34,270
-531
-2% -$17.3K 0.24% 70
2024
Q3
$1.25M Buy
34,801
+861
+3% +$30.9K 0.26% 69
2024
Q2
$1.19M Buy
33,940
+3,648
+12% +$128K 0.55% 32
2024
Q1
$915K Buy
30,292
+2,263
+8% +$68.4K 0.21% 78
2023
Q4
$843K Buy
28,029
+2,568
+10% +$77.2K 0.22% 71
2023
Q3
$654K Buy
25,461
+1,202
+5% +$30.9K 0.19% 81
2023
Q2
$745K Sell
24,259
-74
-0.3% -$2.27K 0.39% 33
2023
Q1
$714K Buy
+24,333
New +$714K 0.18% 81