Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.14M Buy
21,230
+1,014
+5% +$102K 0.28% 95
2025
Q1
$1.97M Sell
20,216
-32
-0.2% -$3.12K 0.28% 93
2024
Q4
$2.06M Buy
20,248
+1,600
+9% +$163K 0.29% 88
2024
Q3
$2.09M Buy
18,648
+1,795
+11% +$201K 0.29% 89
2024
Q2
$1.61M Buy
16,853
+1,622
+11% +$155K 0.24% 104
2024
Q1
$1.35M Buy
15,231
+293
+2% +$26K 0.2% 120
2023
Q4
$1.23M Buy
+14,938
New +$1.23M 0.2% 129