Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.32M Buy
51,561
+2,872
+6% +$185K 0.03% 426
2025
Q1
$3.39M Buy
48,689
+1,910
+4% +$133K 0.03% 411
2024
Q4
$3.39M Buy
46,779
+2,320
+5% +$168K 0.03% 408
2024
Q3
$3.73M Buy
44,459
+2,490
+6% +$209K 0.04% 387
2024
Q2
$2.8M Buy
41,969
+3,302
+9% +$220K 0.03% 407
2024
Q1
$3.05M Sell
38,667
-653
-2% -$51.5K 0.04% 383
2023
Q4
$2.63M Buy
39,320
+7
+0% +$469 0.04% 405
2023
Q3
$2.1M Buy
39,313
+12,667
+48% +$677K 0.03% 419
2023
Q2
$1.53M Buy
26,646
+116
+0.4% +$6.66K 0.03% 416
2023
Q1
$1.32M Buy
26,530
+134
+0.5% +$6.66K 0.03% 442
2022
Q4
$1.23M Buy
26,396
+187
+0.7% +$8.73K 0.03% 438
2022
Q3
$1.22M Buy
+26,209
New +$1.22M 0.04% 427