Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.22M Buy
40,639
+7,124
+21% +$915K 0.28% 49
2025
Q1
$2.42M Buy
33,515
+724
+2% +$52.3K 0.14% 70
2024
Q4
$3.73M Buy
32,791
+1,436
+5% +$163K 0.21% 56
2024
Q3
$3.12M Buy
31,355
+2,933
+10% +$292K 0.13% 65
2024
Q2
$2.46M Sell
28,422
-757
-3% -$65.5K 0.11% 74
2024
Q1
$2.38M Sell
29,179
-994
-3% -$81.2K 0.12% 76
2023
Q4
$1.45M Buy
30,173
+812
+3% +$39K 0.08% 106
2023
Q3
$1.09M Buy
29,361
+6,854
+30% +$255K 0.06% 122
2023
Q2
$557K Buy
+22,507
New +$557K 0.03% 175