Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.95M Buy
7,226
+1,633
+29% +$440K 0.02% 833
2025
Q1
$1.42M Buy
5,593
+18
+0.3% +$4.56K 0.02% 881
2024
Q4
$1.31M Buy
5,575
+1,671
+43% +$392K 0.02% 899
2024
Q3
$997K Buy
3,904
+119
+3% +$30.4K 0.02% 898
2024
Q2
$901K Sell
3,785
-31
-0.8% -$7.38K 0.02% 894
2024
Q1
$881K Buy
3,816
+738
+24% +$170K 0.02% 928
2023
Q4
$611K Buy
3,078
+442
+17% +$87.7K 0.02% 946
2023
Q3
$447K Buy
2,636
+597
+29% +$101K 0.01% 957
2023
Q2
$381K Buy
2,039
+773
+61% +$144K 0.01% 895
2023
Q1
$210K Buy
+1,266
New +$210K 0.01% 497