Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.39M Buy
25,632
+2,435
+10% +$132K 0.05% 255
2025
Q1
$1.17M Sell
23,197
-5,035
-18% -$254K 0.05% 265
2024
Q4
$1.28M Buy
28,232
+3,663
+15% +$166K 0.06% 216
2024
Q3
$1.17M Buy
24,569
+663
+3% +$31.5K 0.07% 211
2024
Q2
$1.1M Buy
23,906
+11,558
+94% +$530K 0.08% 194
2024
Q1
$535K Buy
12,348
+2,703
+28% +$117K 0.05% 332
2023
Q4
$383K Buy
+9,645
New +$383K 0.05% 338