Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.28M Buy
14,949
+599
+4% +$91.2K 0.06% 149
2025
Q1
$2.11M Sell
14,350
-942
-6% -$138K 0.06% 139
2024
Q4
$1.98M Buy
15,292
+5
+0% +$646 0.05% 151
2024
Q3
$2.09M Sell
15,287
-2,487
-14% -$340K 0.05% 152
2024
Q2
$1.82M Sell
17,774
-4,037
-19% -$413K 0.05% 152
2024
Q1
$1.93M Buy
21,811
+16,826
+338% +$1.49M 0.05% 144
2023
Q4
$456K Buy
+4,985
New +$456K 0.01% 251