Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.58M Buy
22,822
+5,388
+31% +$374K 0.04% 182
2025
Q1
$1.08M Sell
17,434
-3,049
-15% -$188K 0.03% 199
2024
Q4
$1.22M Buy
20,483
+6,811
+50% +$405K 0.03% 201
2024
Q3
$728K Sell
13,672
-10,386
-43% -$553K 0.02% 239
2024
Q2
$1.14M Sell
24,058
-3,228
-12% -$153K 0.03% 203
2024
Q1
$1.36M Buy
27,286
+476
+2% +$23.8K 0.04% 179
2023
Q4
$1.35M Buy
+26,810
New +$1.35M 0.04% 163