Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.22M Sell
32,052
-2,032
-6% -$141K 0.08% 171
2025
Q1
$2.1M Buy
34,084
+9,659
+40% +$596K 0.1% 158
2024
Q4
$1.45M Buy
24,425
+2,685
+12% +$159K 0.07% 198
2024
Q3
$1.16M Buy
21,740
+5,614
+35% +$299K 0.07% 214
2024
Q2
$766K Buy
16,126
+2,822
+21% +$134K 0.06% 264
2024
Q1
$664K Buy
13,304
+5,758
+76% +$287K 0.06% 259
2023
Q4
$381K Sell
7,546
-3,423
-31% -$173K 0.05% 339
2023
Q3
$590K Buy
+10,969
New +$590K 0.2% 129