Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Sell
14,264
-310
-2% -$27.7K 0.01% 1001
2025
Q1
$1.11M Buy
14,574
+538
+4% +$40.8K 0.02% 959
2024
Q4
$1.09M Buy
14,036
+5,176
+58% +$400K 0.02% 950
2024
Q3
$647K Buy
8,860
+1,795
+25% +$131K 0.01% 1023
2024
Q2
$426K Buy
7,065
+967
+16% +$58.3K 0.01% 1099
2024
Q1
$385K Buy
6,098
+1,609
+36% +$102K 0.01% 1139
2023
Q4
$261K Buy
+4,489
New +$261K 0.01% 1147