Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.85M Buy
25,997
+993
+4% +$70.7K 0.76% 62
2025
Q1
$1.61M Buy
25,004
+838
+3% +$54K 0.74% 71
2024
Q4
$1.51M Buy
24,166
+622
+3% +$39K 0.65% 72
2024
Q3
$1.55M Buy
23,544
+349
+2% +$23K 0.69% 77
2024
Q2
$1.67M Sell
23,195
-242
-1% -$17.5K 0.95% 44
2024
Q1
$1.59M Buy
23,437
+1,049
+5% +$71.2K 0.77% 58
2023
Q4
$1.47M Buy
22,388
+333
+2% +$21.9K 0.77% 60
2023
Q3
$1.42M Buy
+22,055
New +$1.42M 0.89% 45
2023
Q1
$233K Buy
+20,617
New +$233K 0.21% 64