Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.06M Buy
29,045
+3,551
+14% +$374K 0.03% 630
2025
Q1
$2.83M Sell
25,494
-12,545
-33% -$1.39M 0.04% 582
2024
Q4
$3.93M Buy
38,039
+3,454
+10% +$357K 0.06% 452
2024
Q3
$3.87M Buy
34,585
+4,654
+16% +$520K 0.06% 439
2024
Q2
$2.67M Buy
29,931
+1,830
+7% +$163K 0.05% 511
2024
Q1
$2.41M Buy
28,101
+12,335
+78% +$1.06M 0.04% 545
2023
Q4
$1.3M Buy
15,766
+9,797
+164% +$808K 0.03% 671
2023
Q3
$458K Buy
5,969
+1,265
+27% +$97.1K 0.01% 950
2023
Q2
$328K Buy
+4,704
New +$328K 0.01% 931