Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.18M Buy
4,349
+1,263
+41% +$633K 0.03% 345
2025
Q1
$1.44M Sell
3,086
-1,226
-28% -$571K 0.02% 440
2024
Q4
$2.04M Buy
4,312
+842
+24% +$399K 0.03% 347
2024
Q3
$1.64M Buy
3,470
+513
+17% +$242K 0.02% 411
2024
Q2
$1.25M Buy
2,957
+2,068
+233% +$872K 0.02% 442
2024
Q1
$349K Sell
889
-1
-0.1% -$393 0.01% 490
2023
Q4
$348K Buy
890
+54
+6% +$21.1K 0.01% 462
2023
Q3
$264K Sell
836
-6
-0.7% -$1.9K 0.01% 389
2023
Q2
$293K Buy
+842
New +$293K 0.01% 375