Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.07M Sell
6,508
-484
-7% -$154K 0.07% 195
2025
Q1
$1.81M Buy
6,992
+3,389
+94% +$878K 0.07% 187
2024
Q4
$1.46M Buy
3,603
+14
+0.4% +$5.65K 0.06% 195
2024
Q3
$939K Buy
3,589
+491
+16% +$128K 0.06% 196
2024
Q2
$613K Sell
3,098
-168
-5% -$33.2K 0.05% 205
2024
Q1
$574K Sell
3,266
-232
-7% -$40.8K 0.05% 212
2023
Q4
$718K Buy
3,498
+1,404
+67% +$288K 0.07% 180
2023
Q3
$469K Buy
2,094
+1,152
+122% +$258K 0.05% 209
2023
Q2
$247K Buy
+942
New +$247K 0.03% 250