Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.48M Buy
28,345
+870
+3% +$137K 0.28% 48
2025
Q1
$2.98M Buy
27,475
+1,954
+8% +$212K 0.19% 53
2024
Q4
$3.43M Buy
25,521
+68
+0.3% +$9.13K 0.23% 49
2024
Q3
$3.07M Buy
25,453
+4,637
+22% +$559K 0.21% 51
2024
Q2
$2.57M Sell
20,816
-2,174
-9% -$269K 0.21% 50
2024
Q1
$2.08M Buy
22,990
+7,240
+46% +$654K 0.15% 60
2023
Q4
$780K Sell
15,750
-70
-0.4% -$3.47K 0.06% 87
2023
Q3
$689K Buy
15,820
+2,370
+18% +$103K 0.06% 85
2023
Q2
$569K Sell
13,450
-6,520
-33% -$276K 0.05% 98
2023
Q1
$555K Buy
+19,970
New +$555K 0.06% 101