Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Sell
19,296
-3,277
-15% -$233K 0.05% 257
2025
Q1
$1.43M Buy
22,573
+3,008
+15% +$191K 0.07% 218
2024
Q4
$1.48M Buy
19,565
+8,322
+74% +$630K 0.07% 192
2024
Q3
$994K Buy
11,243
+500
+5% +$44.2K 0.06% 247
2024
Q2
$810K Buy
10,743
+363
+3% +$27.4K 0.06% 254
2024
Q1
$976K Buy
10,380
+2,345
+29% +$220K 0.09% 185
2023
Q4
$872K Buy
8,035
+5,241
+188% +$569K 0.12% 154
2023
Q3
$267K Buy
+2,794
New +$267K 0.09% 263