Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
11,130
+950
+9% +$104K 0.03% 208
2025
Q1
$1.35M Sell
10,180
-4,839
-32% -$640K 0.04% 178
2024
Q4
$1.28M Buy
15,019
+29
+0.2% +$2.47K 0.03% 197
2024
Q3
$1.59M Sell
14,990
-1,124
-7% -$119K 0.04% 175
2024
Q2
$1.17M Buy
16,114
+1,520
+10% +$110K 0.03% 198
2024
Q1
$1.06M Buy
14,594
+4,275
+41% +$309K 0.03% 193
2023
Q4
$804K Buy
+10,319
New +$804K 0.02% 207