Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.87M Buy
20,575
+4,559
+28% +$415K 0.03% 450
2025
Q1
$1.46M Buy
16,016
+3,277
+26% +$298K 0.03% 497
2024
Q4
$1.08M Buy
12,739
+4,466
+54% +$380K 0.02% 576
2024
Q3
$748K Sell
8,273
-1,108
-12% -$100K 0.02% 654
2024
Q2
$740K Buy
9,381
+1,108
+13% +$87.4K 0.02% 652
2024
Q1
$748K Buy
8,273
+1,098
+15% +$99.2K 0.02% 654
2023
Q4
$631K Buy
7,175
+2,081
+41% +$183K 0.02% 665
2023
Q3
$430K Buy
5,094
+3,035
+147% +$256K 0.02% 722
2023
Q2
$204K Buy
+2,059
New +$204K 0.01% 908