Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.07M Buy
2,988
+141
+5% +$50.3K 0.39% 57
2025
Q1
$774K Buy
2,847
+442
+18% +$120K 0.3% 71
2024
Q4
$798K Sell
2,405
-56
-2% -$18.6K 0.3% 74
2024
Q3
$816K Buy
2,461
+4
+0.2% +$1.33K 0.35% 64
2024
Q2
$770K Buy
2,457
+45
+2% +$14.1K 0.36% 63
2024
Q1
$754K Buy
2,412
+413
+21% +$129K 0.37% 64
2023
Q4
$481K Buy
+1,999
New +$481K 0.29% 79