Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.79M Buy
9,631
+1,936
+25% +$561K 0.07% 116
2025
Q1
$2.32M Buy
7,695
+818
+12% +$247K 0.07% 118
2024
Q4
$1.9M Buy
6,877
+1,180
+21% +$326K 0.05% 124
2024
Q3
$1.64M Buy
5,697
+148
+3% +$42.7K 0.05% 132
2024
Q2
$1.42M Sell
5,549
-1,593
-22% -$406K 0.04% 138
2024
Q1
$1.85M Sell
7,142
-1,225
-15% -$317K 0.06% 123
2023
Q4
$1.89M Buy
+8,367
New +$1.89M 0.07% 115