Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.82M Buy
63,628
+1,440
+2% +$63.8K 0.04% 287
2025
Q1
$2.06M Buy
62,188
+1,691
+3% +$56.1K 0.03% 329
2024
Q4
$2.21M Buy
60,497
+3,889
+7% +$142K 0.03% 327
2024
Q3
$1.62M Sell
56,608
-46
-0.1% -$1.31K 0.02% 416
2024
Q2
$1.44M Buy
56,654
+1,248
+2% +$31.8K 0.02% 397
2024
Q1
$1.38M Sell
55,406
-184
-0.3% -$4.59K 0.04% 227
2023
Q4
$1.02M Buy
+55,590
New +$1.02M 0.03% 260