Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Buy
2,033
+237
+13% +$182K 0.04% 185
2025
Q1
$988K Sell
1,796
-2
-0.1% -$1.1K 0.03% 204
2024
Q4
$804K Buy
1,798
+399
+29% +$179K 0.02% 239
2024
Q3
$516K Buy
1,399
+147
+12% +$54.2K 0.01% 268
2024
Q2
$393K Buy
1,252
+178
+17% +$55.9K 0.01% 286
2024
Q1
$283K Buy
+1,074
New +$283K 0.01% 321